Thought Pieces

According to capital introduction groups, institutional investor sentiment is trending toward equity long/short (“L/S”) strategies with low net equity exposure (“nee”) (i.e., +/- 0.20). Given the current low market volatility, expectations of increased volatility may be motivating this. I infer that institutional investors view L/S...

“It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.” – Mark Twain Welcome to the inaugural post of the Insights blog. This will be a compilation of commentaries seeking to challenge certain assumptions underlying common investment...