Roundhill Investments announced the launch of the HALO ETF on May 14, 2026 [2].
The fund provides a strategy for investors seeking exposure to companies that are less vulnerable to the disruptive effects of artificial intelligence. By focusing on businesses with significant physical assets and stable cash flows, the fund aims to protect capital from the rapid obsolescence often associated with software-driven shifts.
The ETF trades under the ticker symbol LOHA [1]. The firm said the HALO acronym stands for Heavy Assets, Low Obsolescence [1]. This investment framework was coined by Josh Brown to identify companies whose core value is tied to physical infrastructure and tangible resources that AI cannot easily replace [1].
Dave Mazza, the CEO of Roundhill Investments, said the fund is a means to balance portfolios that may be over-exposed to the volatility of the tech sector. The strategy targets industries where the cost of entry is high due to physical requirements—such as heavy machinery, real estate, or specialized infrastructure—which creates a natural moat against digital disruption [1].
While other financial products use similar branding, this specific ETF is distinct from separate defined-outcome strategies offered by other providers. The LOHA fund specifically targets the intersection of tangible asset ownership and low technological risk [1].
The launch comes as market participants increasingly debate whether AI will create a broad productivity boom or render specific business models obsolete. By pivoting toward companies with a high ratio of physical assets to intellectual property, Roundhill seeks to offer a hedge for those wary of the current AI trajectory [1].
“The HALO acronym stands for Heavy Assets, Low Obsolescence.”
The creation of the LOHA ETF signals a growing trend in 'anti-AI' investing, where fund managers identify sectors that are physically insulated from automation. By prioritizing heavy assets over digital scalability, investors are betting that the physical world provides a more reliable safety net than the rapidly evolving landscape of generative AI.
