An Inside Look at Long/Short Mutual Funds

Presented by

Scott Welch, CIMA - Fortigent; Chris Maxey, CAIA - Fortigent; Jay Feeney, CFA - Robeco Boston Partners Portfolio Manager

About this talk

Fortigent and Robeco Boston Partners will be hosting an educational webinar on the topic of long/short investing. The webinar will take place on March 22nd at 4pm EST. Please register to attend this informative event. Topics discussed will include: · Understanding long/short equity mutual funds within the context of a traditional asset allocation model · Approaches to long/short equity investing · Types of long/short mutual funds · How to analyze long/short mutual funds · Challenges with shorting · Where do long/short mutual funds fit within an asset allocation model? · Historically, how have long/short funds impacted the performance and volatility profile of a traditional investor portfolio. · What allocation to long/short equity provides the greatest benefit to investors portfolios?

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