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.
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