1000 S. Tamiami Trail
Sarasota, FL 34236
Day Hagan Management
- Phone: 941-330-1702
- Toll-Free: 800-594-7930
1000 S. Tamiami Trail
Sarasota, FL 34236
The Smart Sector International Strategy combines three Ned Davis Research quantitative investment...
Arthur S. Day, Partner, for Day Hagan Asset Management; a SEC registered investment advisory firm. Art is a thirty-eight+ (38+) year investment industry veteran, working with major Wall Street investment firms as a retail and institutional advisor.
His investment career began in 1984 as an account executive with Dean Witter Reynolds. In 1987, he was recruited by E.F. Hutton, which through numerous mergers and corporate realignments became Shearson Lehman Brothers.
During his tenure with Shearson Lehman Brothers, and aided by his affiliation with Capital Vectors Inc., Art was instrumental in initiating the launch of the Shearson Lehman Brothers TRAC mutual fund allocation program. The TRAC allocation program is often cited as setting the standard by which portfolios are allocated based on clients’ risk profiles determined through questionnaires. This first-of-its-kind strategy accumulated more than $5 billion within a year of its launch, and has since been duplicated by nearly every major and regional firm on Wall Street.
In 1993, Art accepted an offer from PaineWebber as First Vice President of investments. (PaineWebber was subsequently acquired by UBS.) During his tenure, he was an advocate and leading participant in numerous alternative strategies ranging from private equity, wealth preservation insurance solutions, and single and multi-manager hedge fund strategies.
In 1999, Art began his association with Engagement Systems as an investor and owner. He was also a leading contributor to the development of the firm’s client centric Skill-Weighted investment platform. Engagement Systems’ development of the Skill Weighted Portfolio Methodology emphasized index funds and ETFs due to market efficiencies, low fee structures and broad diversification.
In 2006, Art and Donald Hagan joined forces to form Day Hagan Asset Management to introduce and promote the Day Hagan Global Asset Allocation Strategy, a quantitative dynamic rebalancing index strategy, for national retail and institutional distribution.
Donald L. Hagan and his firm are dedicated to providing advanced asset management strategies for their clients.
Prior to founding the firm, Don was Senior Vice President and Senior Portfolio Manager for Wells Fargo Bank’s PCS. During his tenure with Wells Fargo, Don concurrently served on Wells Fargo’s National Asset Allocation Committee and National Investment Policy Committees. Don’s role included directing wealth planning initiatives, asset allocation and investment strategy for Wells Fargo’s national PCS division. He also served as one of the members of the Investment Management Committee for Wells Fargo’s flagship equity portfolio, Signature Core.
Prior to Wells Fargo, Don served as Director of Research and Portfolio Manager for Securities Corporation of Iowa (SCI). Don directed research, allocation, investments and strategy for the firm. He served as Portfolio Manager for the SCI Traditional Value Equity, Blue Chip Bellwether Growth, Industry Select and Tactical Balanced investment strategies. SCI was acquired by Wells Fargo in early 2001.
Prior to being recruited as Director of Research for SCI, Don was Chief Sector Analyst and Editor for Ned Davis Research, Inc., one of the largest independent research organizations in the world. Don provided research and recommendations to institutional clients both national and international. Don has conducted research and developed decision-based asset allocation and individual stock buy/sell programs at the institutional level since 1988. From 1989 through 1996, Don also served as editor for the following institutional research periodicals: Industry Watch, Group Update, Techno-Fundamental Ranks, and Top 30 Picks.
Don has been quoted in several financial publications including the Wall Street Journal, Barron’s, Atlanta Constitution, and USA Today. He is a frequent speaker at investment conferences and on radio programs.
Don has a B.A. in Economics and is a Chartered Financial Analyst.
Regan is a graduate of Ashland University (Ohio). During his college career, He was a member of the Eagle Investment Group – a team of senior finance students that managed part of the school’s endowment fund.
Regan interned with Day Hagan in the summer of 2009 then joined the Day Hagan team full-time in April of 2012. Regan is a portfolio manager and lead trader for all of Day Hagan’s proprietary strategies and funds.
He received his Chartered Financial Analyst (CFA®) designation in 2019.
The S&P 500 gained 3% in July up for the fifth month in a row. Breadth remained solid all 11...
According to Day Hagen, the Wall Street narrative has been about both bullish and bearish...
In last Tuesday’s Chart Jamboree, we discussed how the domestic equity market indices were closer...
Within the context of the S&P 500’s continuing uptrend, and because of the bulls run on Wall...
The Ned Davis Research Catastrophic Stop Loss Model, part of our Smart Sector Global Balance...
Narrow leadership, comparable to what we have seen since the beginning of 2023, is worrisome. Bob...
By Art Huprich, CMT
Chief Market Technician
Day Hagan Asset Management
Summary
2022: “It was the...
SUMMARY
Resistance prevailed. Now support is in play. Given oversold readings, how the stock and...
Trade Date: May 26, 2022
Based on the May 26, 2022 model updates, the Day Hagan/Ned Davis...
Following the recent short-term reversal from down to up by the S&P 500, the “quality...
As the Fed goes into a quiet period prior to the FOMC meeting (policy decision 5\/4\/22) equity...
Last week’s tape reflects a market that has stabilized, has established a bottom for decimated...
With the NDR Catastrophic Stop Model still in defensive mode and a policy change by the Fed,...
Oil is a vital element for a properly functioning automobile.
We discussed the domestic equity market’s internal deterioration for many weeks before 2022. Now...
2022 began with a lot of uncertainty. Given the sharp decline and “sell the rally” mindset,...
Take advantage of current price weakness and have a risk-managed investment strategy going into...
During November, NDR’s global risk-off composite outpaced its risk-on counterpart by more than...
Friday’s decline wasn’t as broad or intense as earlier in the week, but it was concentrated—the...
With the start of a new month, I think the equity market is trying to find a balance between “new...
Based on the November model update, the Day Hagan\/Ned Davis Research Smart Sector with...
With corporate earnings coming out in abundance, a plethora of domestic and international...
Important Risk Disclosure
Investing involves risk including the risk of loss of principal.
ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns.
This communication is not intended to be an investment recommendation or investment advice and should not be relied upon as such.
The S&P 500® Index is a product of S&P Dow Jones Indices LLC or its affiliates (“S&P DJI”) and have been licensed for use by State Street Global Advisors. S&P®, SPDR®, S&P 500®,US 500 and the 500 are trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”) and has been licensed for use by S&P Dow Jones Indices; and these trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by State Street Global Advisors. The fund is not sponsored, endorsed, sold or promoted by S&P DJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of these indices.
Distributor: ALPS Distributors, Inc., member FINRA, is distributor for SPDR® S&P 500®, SPDR® S&P MidCap 400® and SPDR® Dow Jones Industrial Average, all unit investment trusts. ALPS Distributors, Inc. is not affiliated with State Street Global Advisors Funds Distributors, LLC.
State Street Global Advisors Funds Distributors, LLC, member FINRA, SIPC, One Iron Street, Boston, MA 02210.
Before investing, consider the funds’ investment objectives, risks, charges and expenses. To obtain a prospectus or summary prospectus, which contains this and other information, call 1.866.787.2257 or visit www.ssga.com. Read it carefully.
None of State Street Corporation, State Street Global Advisors, SSGA Funds Management, Inc. or any of their affiliates or subsidiaries (“State Street”) are affiliated with Vettafi ETF Strategist. However, State Street may enter into, and may have entered into, certain marketing arrangements with Vettafi ETF Strategist, including arrangements relating to SPDR® ETFs. State Street does not endorse Vettafi ETF Strategist and disclaims any liability associated with Vettafi ETF Strategist.
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A long-running debate in asset allocation circles is how much of a portfolio an investor should...
In a digital age where information moves in milliseconds and millions of participants can transact...
