Who We Are

​Blue Tractor Group, LLC develops proprietary solutions that facilitate novel exchange-traded fund products. 

Based in New York City, Blue Tractor's novel Shielded Alpha℠ ETF structure (patent pending) permits active fund management within an ETF wrapper, while fully shielding a fund advisor's proprietary alpha strategy. 

The Blue Tractor team are seasoned finance professionals, with backgrounds in quantitative finance, investment banking and enterprise-scale software and project management.

Blue Tractor's '40 Act counsel is Michael W. Mundt, Partner in the Washington D.C. office of Stradley Ronon Stevens & Young, LLP.

​​For media inquiries please contact Chris Sullivan at MacMillan Communications in New York City.

​Blue Tractor filed its initial application with the SEC on March 14, 2016 and subsequently filed eleven amended  applications, with a final approved filing dated October 23, 2019.

On December 10, 2019 the SEC issued an Exemptive Order permitting  Blue Tractor's Shielded Alpha℠ ETF wrapper.  

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Curious About Our Name?

Terry Norman conceived the core concepts underpinning the novel algorithm that facilitates the Shielded Alpha℠ ETF wrapper while riding his blue tractor cutting hay on his farm outside of London, England (and yes, that is indeed a picture of his tractor).