Long/Short Equity

Investment Strategy > Hedged Equity > Long/Short Equity
Fund Name
Advisor
Fund Type
Sub-Advised
Approach
Manager Structure
Inception
Mutual Fund
Yes
Active
Multi-Manager
09/28/2012
Mutual Fund
Yes
Active
Single Manager
01/06/2014
Mutual Fund
No
Systematic
Single Manager
12/20/2011
Mutual Fund
No
Active
Single Manager
12/31/1997
ETF
Yes
Replication
Single Manager
08/07/2012
Mutual Fund
No
Active
Single Manager
11/02/2009
Mutual Fund
Yes
Active
Multi-Manager
09/30/2014
Mutual Fund
Yes
Active
Multi-Manager
04/30/2012
Mutual Fund
Yes
Active
Single Manager
01/08/2014
Mutual Fund
No
Active
Single Manager
05/23/2011
Mutual Fund
No
Active
Single Manager
07/16/2013
Mutual Fund
Yes
Active
Single Manager
05/04/2011
Mutual Fund
Yes
Active
Single Manager
12/30/2015
Mutual Fund
Yes
Active
Multi-Manager
12/31/2013
Mutual Fund
No
Active
Single Manager
08/30/2013
Mutual Fund
No
Active
Single Manager
10/06/2011
Mutual Fund
No
Active
Single Manager
12/20/2012
Mutual Fund
No
Active
Single Manager
12/31/2013
Mutual Fund
No
Active
Single Manager
11/17/1998
Mutual Fund
No
Active
Single Manager
10/01/2010
Mutual Fund
Yes
Active
Single Manager
04/30/2004
Mutual Fund
No
Active
Single Manager
10/31/2012
Mutual Fund
No
Active
Single Manager
06/03/2013
Mutual Fund
No
Active
Single Manager
03/11/1991
Mutual Fund
No
Active
Single Manager
04/30/2012
Mutual Fund
No
Active
Single Manager
12/30/2011
Mutual Fund
Yes
Active
Single Manager
08/13/2014
Mutual Fund
Yes
Active
Single Manager
02/28/2012
ETN
No
Replication
Single Manager
02/22/2010
Mutual Fund
No
Active
Single Manager
06/04/2012
Mutual Fund
No
Active
Single Manager
06/30/2000
Mutual Fund
Yes
Active
Multi-Manager
03/31/2014
ETF
No
Active
Single Manager
09/08/2014
Mutual Fund
No
Active
Single Manager
12/31/2011
Mutual Fund
No
Active
Single Manager
09/15/1999
Mutual Fund
No
Active
Single Manager
07/31/2014
Mutual Fund
No
Active
Single Manager
08/31/2012
Mutual Fund
No
Active
Single Manager
12/31/2014
Mutual Fund
No
Active
Single Manager
03/28/2014
Mutual Fund
Yes
Active
Single Manager
08/29/2014
Mutual Fund
Yes
Active
Multi-Manager
05/02/2011
Mutual Fund
No
Active
Single Manager
12/05/2006
Mutual Fund
No
Active
Single Manager
05/05/2008
Mutual Fund
No
Active
Single Manager
12/19/2013
Mutual Fund
No
Active
Single Manager
12/17/2013
Mutual Fund
No
Active
Single Manager
05/23/2011
Mutual Fund
Yes
Active
Multi-Manager
12/20/2013
Mutual Fund
No
Active
Single Manager
04/30/2014
Mutual Fund
Yes
Active
Multi-Manager
05/13/2013
Mutual Fund
No
Active
Single Manager
03/28/2014
Mutual Fund
No
Active
Single Manager
03/16/2015
Mutual Fund
Yes
Active
Multi-Manager
09/29/2010
Mutual Fund
No
Active
Single Manager
07/14/2014
Mutual Fund
Yes
Active
Single Manager
07/31/2007
Mutual Fund
No
Active
Single Manager
11/12/2014
Mutual Fund
No
Active
Single Manager
12/29/2011
Mutual Fund
Yes
Active
Multi-Manager
12/19/2013
Mutual Fund
Yes
Active
Multi-Manager
12/31/2012
Mutual Fund
Yes
Active
Single Manager
05/29/2014
Mutual Fund
No
Active
Single Manager
03/31/2014
Mutual Fund
Yes
Active
Multi-Manager
09/30/2010
Mutual Fund
No
Active
Single Manager
09/03/2002
Mutual Fund
Yes
Active
Multi-Manager
12/13/2013
Mutual Fund
No
Active
Single Manager
02/07/2011
Mutual Fund
No
Active
Single Manager
05/07/2009
Mutual Fund
No
Active
Single Manager
08/01/2003

News

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Long-Short Mutual Funds

Long-Short Mutual Funds: The Rodney Dangerfield of Investing

In a blazing bull market, alternative strategies sit in the shadows, awaiting the day when they will again be called on to help clean up the mess that a fallen bull market left behind. In particular, long-short strategies are chronically misunderstood.

American Century Long-Short Fund

American Century Creates New Long-Short Fund

American Century got a glimpse of the future and recently converted an existing equity fund to a long-short fund.

Long Short Dividend Investing

The Long and Short of Long-Short Dividend Investing

Long-Short dividend investing is an excellent core income strategy whose time has come, thanks to current market conditions.

Research

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blackstone long:short equity replacement

Using Long/Short Hedge Funds as an Equity Replacement

Blackstone has published a detailed research report that makes the case for using long/short equity strategies as an equity replacement. The research report provides a… [read more]

Videos

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Josh Charlson Morningstar Long Short Equity

Video: Long-Short Funds Not All Created Equal

Josh Charlson of Morninstar provides a quick update on the long/short category and its performance during the August market tumult.

Tom Florence 361 Capital The Street

Video: Demand for Liquid Alts Increasing with Volatility Fears

As markets hit a bit of a turbulent patch, advisors and investors turn to liquid alternatives to mitigate volatility.

Video: Investors Need to Look Beyond Traditional Markets

Purpose Investment’s Som Seif shares a message regarding interest rates that pertains to all investors.

Commentary

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Simple Alternatives Weekly Market Recap

Simple Alternatives: Weekly Market Recap

The team at Simple Alternatives compiles a weekly market recap that provides a range of informative research summaries, economic and financial trend related charts and… [read more]

361 Capital Commentary - I say Bring It

361 Capital: I say “Bring It”…

This week Blaine Rollins of 361 Capital brings his usual mix of analysis and context to look at the capital markets with discussion on the… [read more]

Simple Alternatives Weekly Market Recap 2013-12-14

Simple Alternatives: Weekly Market Recap

The team at Simple Alternatives compiles a weekly market recap that provides a range of informative research summaries, economic and financial trend related charts and… [read more]