In last week’s blog, we examined the wide dispersion in the long/short equity category, including a couple of funds that have had incredible performance in 2020. We too were curious about this performance, so we thought we’d look a bit closer at these strategies, including how it has impacted their longer-term results. Additionally in this blog, we’ll discuss things to consider when doing due diligence in a category that can be difficult to evaluate.
2020 has been interesting for about a million reasons, all of which we won’t get into here. But one thing it’s highlighted in our little corner of the investment universe is the massive dispersion that exists in the long/short equity category.
After starting her career as an advisor, Andrea has been helping advisors implement financial products and strategies into their portfolios for more than a decade. Andrea is a CAIA charterholder and is well-versed in implementing and explaining alternative strategies.
Past returns do not guarantee future results.
[1] The other strategy was around, but not in its current fund structure so accessible data is limited thus it was not included in this scenario or throughout this piece.
The views expressed are those of the author at the time created. These views are subject to change at any time based on market and other conditions, and 361 Capital disclaims any responsibility to update such views. No forecasts can be guaranteed. These views may not be relied upon as investment advice or as an indication of trading intent on behalf of any 361 Capital portfolio.
This 361 Capital blog is not intended to provide investment advice. This blog should not be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by 361 Capital or any third-party. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your legal or tax professional regarding your specific situation.
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After starting her career as an advisor, Andrea has been helping advisors implement financial products and strategies into their portfolios for more than a decade. Andrea is a CAIA charterholder and is well-versed in implementing and explaining alternative strategies.