Actively Managed ETF Strategy Beats the S&P500 (SPY ETF) and TLT ETF

Hudson James’ actively managed ETF strategy, the SMART ETF strategy, has beaten the SPY ETF and TLT ETF since launch. The SPY and TLT exchange traded funds are similar to index trackers for the S&P500 (US blue chip companies) and the 20+ Year US Treasury Bond.

Hudson James Investment Management specializes in actively managed ETF strategies. Hudson James is an asset manager for Separately Managed Accounts (SMAs). Separately managed accounts offer the individual investor complete transparency, flexibility and protection through segregated accounts.

Clients’ assets are ring-fenced and protected by a deposit insurance scheme for up $30m. The minimum investment is $50,000, making this account accessible for the typical family man as well as high income investors.

The SMART ETF strategy uses a computer algorithm to take the emotion out of investing. The computer programme ranks ETF’s based on a number of technical indicators and then selects the best ETF’s to hold for the subsequent month. In this way it reduces risk and improves returns for clients. The active ETF strategy seeks to make positive returns in rising, falling and range bound markets.

Hudson James Investment Management’s actively managed ETF strategies can even make money when stock markets are falling by moving to cash or purchasing US treasury ETFs for safety. This improves security for clients.

The SMART ETF strategy has made gains every year in the last 10 years during testing, with no losing years. Even as global stock markets fell significantly in 2008, Hudson James Investment Management’s SMART ETF strategy would have made money that year.

Since launch in October 2014, the SMART ETF strategy is outperforming both the SPY ETF (S&P500 index tracker) and TLT ETF (US treasuries index tracker).

The strategy currently has a sharpe ratio of 2.5 and is less risky than investing in the S&P500 or SPY ETF. It has outperformed US stocks, US bonds, US treasuries and gold since launch.

A spokesperson for the company stated, “We strive to be the best actively managed ETF strategy on the market using our proprietary execution algorithms which smooth out the dips in the stock market.”

To find out more about Hudson James’ actively managed ETF strategies, please email:

Financial advisers interested in using this strategy to protect their clients can view more details here:

About: Hudson James Investment Management

Hudson James Investment Management use Separately Managed Accounts (SMAs) to look after clients’ monies. Most managed accounts require an initial investment of over $1,000,000, whereas Hudson James account opening starts at only $50,000. Accounts are protected by deposit insurance for up to $500,000 with the Security Investor Protection Corporation (SIPC) with an additional $30m provided by Lloyds of London.


A short video presentation on Hudson James Investment Management’s actively managed ETF strategies can be found here:

Video Link:

Media Contact
Company Name: Hudson James Investment Management
Contact Person: Melanie Haywood
Phone: +66 26617884, F: +66 26617885
Address:Wickhams Cay 1, Mill Mall Tower, Road Town, Tortola
Country: Virgin Islands (British)