PA Congress Insight: ‘Scotland was made for shorting’: Kames Capital’s Goddin

Added 8th July 2016

Past performance is no guide to blah blah. You have heard it before so when a company like Kames Capital, not known for its hedge fund history, comes along with a brand new, market neutral, long/short strategy it is all about their forward-looking, future views.

Balance is the order of the day, illustrated by stock-picking processes that lead to alpha and beta generation in, for example, a Japanese gaming company and a European stainless steel business; then there is the ‘coals to Newcastle’ shorting opportunity that Neil ‘Scotland was made for shorting’ Goddin found in China.

Goddin and Craig Bonthron make the process sound ridiculously straightforward as their proprietary screening system already ranks stocks as poor performers – so why no short them? Now, they can…


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About Author

Gary Corcoran


Portfolio Adviser & International Adviser

Gary Corcoran is the editorial director for Portfolio Adviser, International Adviser and Fund Selector Asia. He is also programme director and chairman for events hosted across the UK, South Africa, Middle East and Asia. Gary joined Last Word Media in August 2006 as the launch editor of Portfolio Adviser, having previously worked at Bacon & Woodrow, Legal & General, FT Business and MSM International.



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