Long / Short Managers Focus On Short Side At Morningstar ConferenceMark Melin
With equity market valuations at relatively high levels, long / short strategies are increasingly finding opportunity on the short side of the market, a panel of portfolio managers noted at the Morningstar Investment Conference in Chicago. The panel participants from Boston Partners, Diamond Hill and PIMCO – all managers who beat their long term category benchmark while delivering lower volatility than the S&P 500 – differed slightly in their approach to shorting and the role macro market analysis played in such decisions. They all agreed on the need for . . .
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