For many investors, stock market exposure represents an important expected driver of long-term capital appreciation and thus wealth creation. However, equity markets can be volatile and do not always deliver positive returns.
To meet these needs, this portfolio uses a long/short equity strategy which aims to provide a positive return over a full market cycle by adjusting the portfolio’s mix of long and short equity, and cash or cash equivalent positions. Operating on a global basis, the portfolio looks to capture and magnify gains when markets rise. At the same time, the strategy has greater ability to manage downside risk given its flexibility to hold cash and selectively short stocks.
The strategy’s concentrated and deeply researched equity portfolio is based uses on both, a top-down and bottom-up analysis, to construct a high-conviction portfolio of long positions with selective short.
A word of warning at this stage: This portfolio ain't for the faint hearted as I utilize leverage to enhance performance and as markets might stay longer irrational than anticipated (as distorted as they are in today's time), you could see elevated levels of volatility with significant pay offs at the endmehr anzeigen