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    Riding Disruptive Innovation's Return Curve
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Overcoming Selection Bias in Assessing Long/Short Equity Strategies

The criteria for picking a long/short equity fund matter for investors.


Latest News & Insights

  • Net-Neutrality Noise: Competitive Broadband Market Driven by Technological Change, Not Politics
    December 19, 2017 [Market Insights, Charles Roth]
    The U.S. Federal Communications Commission (FCC) recently voted to rescind the 2015 “net-neutrality” regime that had effectively re-classified lightly regulated internet service providers (ISPs) as...
  • Mexico's Central Bank Hikes Key Rate in Hawkish Turn
    December 18, 2017 [Emerging Views, Pablo Echavarria, CFA]
    The Central Bank of Mexico has raised the policy rate a quarter point to 7.25%, its highest level in nearly nine years. Banxico, as the Mexican monetary authority is known, had been widely expected to...
  • Opinion: Five lessons from a seasoned fund manager who knows how to beat the stock market
    November 28, 2017 [Global Opportunities Fund, Brian McMahon, CIO]
    In picking stocks, McMahon likes to see high barriers to entry, balance sheet strength, management quality, and alignment of executives’ interest with those of shareholders.
  • Emerging Market Performance Dispersion Set to Rise After Strong 2017
    November 30, 2017 [Emerging Views, Charles Roth]
    Emerging markets have benefitted from both improving fundamentals and bullish sentiment driving inflows to the asset class. Individual country risks, however, are poised to rise. Be selective...
  • From China’s New Growth Drivers to Europe’s Opportunities Beneath the Headlines
    November 2017 [International Value Fund, Lei Wang, CFA]
    China’s economic rebalancing is happening at breakneck speed amid its transformational adoption of e-commerce, digital payments and other online platforms, generating reams of valuable data in the process. Elsewhere, investors should focus on Europe’s strengthening economic and corporate fundamentals, not its political noise.