Alternative Realities: How do you boost returns in a concentrated market?
About this episode
The episode discusses long-short strategies as a means to diversify investments in concentrated equity markets.
As equity markets become increasingly concentrated, investors are seeking strategies to diversify their exposures. Long-short strategies are one way to achieve this diversification while potentially capturing higher returns by building a portfolio that seeks to overweight winning stocks and short losing stocks. On today’s episode, Aaron Mulvihill is joined by Susan Bao, Portfolio Manager for the U.S. Equity Group, as they discuss the history of long-short strategies, why today’s environment has brought renewed interest in these strategies and where these types of strategies fit within investor portfolios. Resources: For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify
People in this episode
Host: Aaron Mulvihill
Guest: Susan Bao
Topics covered
- long-short strategies
- equity markets
- investment diversification
- portfolio management
- market concentration
Keywords
- long-short strategies
- equity markets
- investment returns
- portfolio diversification
- U.S. Equity Group
Mentioned in this episode
Organizations: J.P. Morgan Asset Management
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