Hedge Fund Net Exposure Has Started To Retreat
There is still room to run in the Financial stock sector, a report from Credit Suisse notes, considering the sometimes difficult to pin down “consensus", and Crowded trades. Looking at crowded trades across long/short hedge funds, long-only actively managed mutual funds, and sell-side analysts, the February 9 report noted extremes in positioning across both large and small capitalization stocks.
2016 Hedge Fund Letters:
Financials have room to run as . . .
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