Long/Short Equity in Down or Choppy Markets

Value Added During Difficult Equity Markets

Hedged equity strategies are expected to trail the S&P 500 Index during strong equity rallies and outperform in falling or choppy markets. While the number of up market periods surpassed both the number of down and choppy periods over the last 20 years, Long/Short Equity’s performance in difficult markets added significant value to a portfolio―outperforming on a cumulative basis over the 20 year period vs. long only equities.

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