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BIVIX and Long Short Funds

zenbrewzenbrew
edited August 2024 in Fund Discussions
In April, (Invenomic Institutional Fund) BIVIX started including monthly data packs for its fund.

Invenomic July Data Pack

Prior to that, they had monthly fact sheet & commentary (though this year has been mostly repeating "growth & momentum continue" & "value lags". The data packs, however, are insightful as they show the contributions of their long & short portfolio by year as well as by sector to their overall results. As good as BIVIX's record has been (not including this year), I was surprised in how significant the difference between their long & short portfolios contributed to their overall results. image A comparison between some all long small cap value funds suggests to me that maybe an all long small cap value Invenomic fund might be worth creating. Especially since the long side contributed in a positive way but the short side in a negative way. image
And do any other Long Short funds fare any better on the short side?
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