PA Video Insight: A bright long-term view for a long/short strategy with a long bias

Added 21st June 2016

Any UK-based European equity manager will have had his head filled with Brexit over the past few months but, as Mike Buhl-Nielsen points out, it is only one of a long list of headwinds all managers are facing

Over time, Mike Buhl-Nielsen argues, a long bias to a long/short fund will generate value as it is not designed to hedge out every market risk and therefore every market opportunity. He explains how a good three or four years was followed by the past 12 months of poor performance for him and his long/short peers but how he benefits from a long-term view and a flexible, net-long approach.

He is also more positive in his future outlook for recent headwinds such as a revaluing renminbi (arguably last year’s story), fear of US rate rises as well as uncertainty over the success of European QE.

Kames Income Hub


Vincent McEntegart, manager of the Kames Diversified Monthly Income Fund, explains how he aims to deliver a stable and sustainable income of 5% p.a.*, paid monthly, by investing in a range of asset classes

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Lazard Emerging Markets
Lazard Emerging Markets

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About Author

Dylan Emery

Editorial Director

Last Word Media

Dylan Emery is the group editorial director of Last Word. He is one of the founders of the company and he created International Adviser, Portfolio Adviser and Expert Investor. His primary responsibilities are as editor and conference chairman of Expert Investor; and as the director responsible for research across all brands.



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