About this strategy
We believe that an equity long/short portfolio focused on fundamentals can potentially exploit market inefficiencies to generate positive returns in changing market environments. Through bottom-up stock picking and active management of gross and net exposure, we seek to preserve investors’ capital against equity market drawdowns and to pursue positive returns in various market conditions.
Investment approach
Core & tactical approach
Combines core long-term conviction ideas with the agility to respond quickly to market dislocations through tactical short-term positioning.
Long/short specialists
Established strategy managed by equity long/short specialists using a time-tested and repeatable approach, accessing wider firm resources and support.
Capital preservation focus
Designed to provide a favorable balance of risk and return, with low exposure to equity market fluctuations, while seeking to preserve capital during periods of market stress.
