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Picking a Long / Short Fund Isn’t Easy, But It Can Be Profitable. Here’s How - Lewis Braham
“ What can you say of a mutual fund category where the best-performing fund in 2020 is up 45% while the worst is down 60%? With such disparities, can Morningstar’s “Long-Short Equity” even be considered a “category” at all?”
Not intended to detract from Lewis’s article, but I’ll note that T. Rowe Price’s Multi-Strategy Income Fund TMSRX (under discussion in a different thread and briefly noted in David’s June Commentary) employs long / short strategies as part of its multi-arsenal approach. I own that one, but generally have little experience with this type fund (and not a lot of confidence for that matter).
