Opalesque Exclusive: The Art of the Short - How Tabor Asset Management
Generates Alpha on Both Sides of the Portfolio
opalesque
4 months ago
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Matthias Knab, Opalesque for New Managers: O 'Connor portfolio manager built a consumer and TMT-focused long/short fund that generates most of its alpha from shorting - with a 1.1 Sharpe ratio and 0.3 correlation to the S P 500. In an industry where "equity long/short" has largel...
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