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Long-Short Funds: Long On Complexity, Short On Returns

TedTed
in The Bullpen
FYI: If Rube Goldberg had been a portfolio manager, instead of a cartoonist renowned for designing comically complicated machines for accomplishing simple tasks, he might have specialized in long-short equity funds.

These funds use a mix of positions, owning some stocks in the hope that their prices will rise and holding others “short” — borrowing shares and selling them in the hope that their prices will fall. The funds also may use derivative instruments like stock index futures.
Regards,
Ted
https://www.nytimes.com/2019/07/12/business/long-short-bad-returns.html?rref=collection/timestopic/Mutual Funds&action=click&contentCollection=timestopics&region=stream&module=stream_unit&version=latest&contentPlacement=3&pgtype=collection

M* Long/Short Fund Category Returns:
http://news.morningstar.com/fund-category-returns/long-short-equity/$FOCA$LO.aspx
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