The Importance of Upside and Downside Capture

Minimizing the impact of market losses is equally as important, if not more, than capturing 100% of market gains. As shown below, incorporating hedged equity strategies, such as Long/Short Equity, can increase the portfolio’s ending value by 19%, while also reducing risk, or volatility, by 50%.

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Past performance is not indicative of future results.
Source: Morningstar. Data from 7/1997 – 06/2018.
Volatility as measured by standard deviation.
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