Fundamental Equity Long/Short

Sector-focused or operating with a broader mandate, and driven by either pure bottom-up research or a blend of top-down analysis and macroeconomic insights, our Equity Long/Short portfolios offer investors access to trending themes and long-term participation in the equity risk premium — with the added benefit of active management.

Our active approach involves tactical positioning, dynamic sizing, and disciplined risk oversight.

Although managed by different teams, all portfolios are built around shared objectives:

1. Tactical exposure to specific markets, countries, or sectors
2. Target asymmetric risk/reward opportunities
3. Aim to deliver equity-like returns with enhanced downside protection
4. Maintain a controlled volatility profile
5. Provide high liquidity for flexible portfolio management

These strategies are available in both fund format and customized managed accounts.

(*) Source: Bainbridge

This graph has been provided for illustrative purposes only and should not be relied upon in making any investment decision.