Long/Short Equity

SSI's Long/Short Equity Strategy seeks absolute returns significantly greater than prevailing short-term interest rates, with moderate volatility and minimal correlation to major capital markets. Utilizing both quantitative and fundamental analysis to determine the best portfolio candidates, SSI's portfolio team constructs a broadly diversified portfolio of common stocks long and common stock short. Portfolios are beta-neutral, capitalization-neutral and may have net sector exposure up to 5%. Overall, the strategy of balancing long and short investments serves as a safeguard against market risk and is designed to make profits in most advancing and declining markets.

SSI has successfully managed market neutral equities using a similar investment process since its founding in 1973.  In addition, SSI's expertise in market neutral strategies and short selling has been honed by the firm's 37 years of experience in the alternative marketplace.

Long/Short Equity Strategy

• SSI's Long/Short Equity Strategy seeks to generate 400 basis points above 90-day Treasury Bills with low volatility. Utilizing both quantitative and fundamental analysis to determine the best portfolio candidates, the portfolio team purchases over 100 long and 100 short equity positions, which are managed and monitored by sector analysts. Portfolios are beta-neutral, capitalization-neutral and may have net sector exposure up to 5%. Overall, the strategy of balancing long and short investments serves as a safeguard against market risk and is designed to make profits in most advancing and declining markets.

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		Long/Short Equity Strategy Portfolio Managers: See the complete team