Does Seasonal Rotation Work?

Brooke Thackray, Research Analyst, Horizons ETFs Management, and Kim Inglis, Portfolio Manager at Raymond James Canada join us for a fascinating deep dive to look at 'seasonal rotation' investment strategy, the revealing and repetitive behavioural patterns that define key undercurrents in markets, and how he approaches the nuanced task of navigating annual seasonal uptrends and downtrends across a variety of equity markets, equity sectors, the bond market, and other asset categories.

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Brooke Thackray provides the research and analysis that guides the Horizons Seasonal Rotation ETF, ticker HAC. We quickly set aside the question of "How has the Seasonal Rotation strategy worked?" and get into the nuts and bolts of Thackray's research and implementation – "How do you do it?"

It's noteworthy to mention here that HAC is Canada's longest tenured actively-managed, multi-asset strategy ETF.

What you'll discover is that Thackray's approach to seasonal rotation, and the technical analysis work that supports the strategy's strict, but flexible, and systematic approach has for the better part of 12 years, been an underloved darling among actively managed ETFs.

Enjoy the episode! Like, follow, and subscribe to our channel, and leave us a comment. Help us reach more of our professional peers.

Where to find Brooke Thackray:

Brooke Thackray on LinkedIn
Brooke Thackray – alphaMountain
Horizons Seasonal Rotation ETF (HAC)

Where to find Kim Inglis:

Kim Inglis on Linkedin
Kim Inglis – Inglis Private Investment Counsel
Kim Inglis – Raymond James Canada

Where to find the Raise Your Average crew:

ReSolve Asset Management
ReSolve Asset Management Blog
Mike Philbrick on Linkedin
Rodrigo Gordillo on Linkedin
Adam Butler on Linkedin

Pierre Daillie on Linkedin
Joseph Lamanna on Linkedin


"You don't have to be brilliant, just wiser than the other guys, on average, for a long time." Charlie Munger

Welcome to Raise Your Average, our deep dive journey into learning from the people and process behind the world of investing. Through conversations with leaders in the investments game, we peel back the layers of the onion on how these holders of the keys to the kingdom allocate their time, their energy, and their dollars.

We are all students and we are all teachers. We are the average of the 5 people we spend the most time with. Come hang out with us for a while and raise your average, as we raise ours.

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