Breaking the shackles of long only

By Joseph Mariathasan.June 2007 (Magazine)

Whether you call them 130/30, 1X0/SX0, short-extension or short-enabled strategies, they are a hot topic for managers and investors, and have attracted estimated $50bn in invested assets. Hitherto largely the province of quant managers, fundamental managers are now looking to join the party. But although in theory the strategy offers ...