• Weekly Research Briefing:
    One Foot on the Brake and One on the Gas

    July 16, 2018

    Right now would be a very good time to have Sammy Hagar as your co-pilot. While there have been several areas of the markets to have grabbed big gains this year, there is still plenty to worry about. I love the Nasdaq stock gains, but I also squirm when I see how many sectors of the market aren’t participating.

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  • Long/Short Equity: What You Need to Know

    Long/short equity funds make up the largest single-strategy alternative mutual fund category, but their popularity hasn’t always translated into proper placement within a portfolio. The primary benefits of long/short equity funds are often underappreciated, and worse yet, the strategy is often square-pegged into an “alternatives” allocation of a client’s asset mix where it may provide less value.

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  • You're Paying What?
    Breaking Down Long/Short Fund Fees

    Lately we’ve fielded a lot of questions about fund fees. It seems both advisors and clients alike are finding fee disclosure confusing and there’s a lack of clarity around what investors are actually paying. This can become even more of a challenge for long/short equity funds.

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  • The New Core Allocation:
    Long/Short Equity

    With equity valuations at elevated levels, subdued economic growth due to changing demographics and stubbornly low productivity gains, as well as a bleak outlook for fixed income, advisors are challenged to rethink foundational portfolio elements of investor portfolios—which means seeking out strategies that bolster the core going forward.

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  • The Math of a Big Loss

    The Math of a Big Loss

    The numbers are in—and stark. An individual decides to retire after a lifetime of hard work just as the market falls. An investment portfolio subject to market returns would therefore be negatively impacted, and the potential outsized effect could come as a shock.

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