US Long-Short Equity
Table of Contents
Investment Objective
Equity-like returns with reduced volatility relative to the S&P 500 targeting 20%-80% net exposure.
Investment Approach
Actively managed, multi-factor long-short strategy based on fundamental insights that systematically adapts to changing company growth rates and market conditions.
Key Features
- US large-cap focus
- Live track record since 2014
- Disciplined, bottom-up approach seeks high-quality, well-priced companies with good growth prospects
- Long and short exposures expand return potential while seeking to deliver persistent performance
- Highly experienced team determines target net exposure, provides oversight and makes continual model enhancements
There can be no guarantee that this objective will be achieved.