Episodes
Monday Mar 20, 2023
Long/short strategies for 2023 – Brett Dley
Monday Mar 20, 2023
Monday Mar 20, 2023
The constant tug-of-war between rising interest rates and the related strength of global economies means that investors are still wondering how 2023 will shape up. Regardless of which side of the narrative resonates most with you, the potential for volatility and uncertainty remains a common agreement among many market participants. Here to discuss how he’s navigating this environment within the context of a liquid alternative strategy is Brett Dley, Portfolio Manager. Today Brett joins host Rory Poole, Director, Alternatives, to share more about his fund, Fidelity Market Neutral Alternative Fund, and how his strategy fairs in today’s market environment. He also explains what a pair trade looks like for his fund, using an example from the industrial factor. Brett also explains how his investments are one dollar long and one dollar short for a net exposure of zero, and if dividends factor into his investment decisions, among other topics today.
Recorded on March 14, 2023.
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