Hedged Equity

Our hedged equity approaches seek to provide distinctive performance profiles by drawing on our longstanding experience in single sectors and regions such as health care, and specific regions such as Europe and the US.

Investment in the funds shown places an investor’s capital at risk. Alternative investments tend to be speculative and use leverage, which can magnify potential losses. Additionally, they can be subject to increased illiquidity, volatility and counterparty risks, among other risks.

ALTUS Equity Long-Short Fund
Opportunistic long/short US equity fund with a growth bias
ALTGlobal Health Care Long-Short Fund

Research-driven long/short equity fund investing across global health care sub-sectors

ALTStrategic European Equity Long-Short Fund

High-conviction long/short fund looking for structural growth stories in Europe

OTHER TYPES OF ALTERNATIVES

ABSOLUTE RETURN
FIXED INCOME

Fixed income and currency approaches with an absolute return style.

MULTI-ASSET​

Investments across asset classes with an absolute return approach.

PRIVATE EQUITY​

Investing in the equity of unquoted companies.

REAL ASSET​

Approaches that invest in physical assets, including commodities.

RELATED INSIGHTS

Bridging the gap in credit portfolios with a long/short strategy
Amid massive changes in the credit market and growing demand for fixed income diversification, the authors explain why long/short credit strategies could help round out a portfolio of traditional and private credit investments.
March 2021
Bridging the gap in credit portfolios with a long/short strategy
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Mission critical: the vital role of alternatives in pursuing investment success
Multi-Asset Strategist Cara Lafond considers three alternatives ideas for the current environment, including private equity vintages that coincide with market downturns; long/short directional strategies that may aid the pursuit of stability across the cycle and long/short risk-mitigating strategies that complement other diversifiers.
February 2021
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Shorting stocks in China: the emerging opportunity
Two of our emerging market investors explain why shorting appears to be at an inflection point in the world's second largest equity market, where idiosyncratic conditions may offer a unique environment for generating alpha and diversifying risks.
January 2021
Shorting stocks in China: the emerging opportunity
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Seeing an end to the ESG blind spot in private equity
ESG's role is coming into focus in the private market, says Hillary Flynn, director of ESG, Private Investments. She discusses governance, climate and other key themes; the higher bar for newly IPO'd companies; and the evolving activist playbook.
January 2021
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<em>ESG insights for private companies —</em><br>The critical role of ESG in private equity
We explore why we think ESG factors will become increasingly critical to private companies, especially as they approach the public markets.
January 2021
ESG insights for private companies —
The critical role of ESG in private equity
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<em>ESG insights for private companies —</em><br>Governance best practices in public markets
For private companies approaching the public markets, we highlight the corporate governance best practices that can help pave strong relationships with public market investors.
January 2021
ESG insights for private companies —
Governance best practices in public markets
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2021 Investment Outlook
As we head into the new year, thought leaders from across our investment platform share their views on pressing questions.
December 2020
2021 Investment Outlook
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2021 Alternative Investment Outlook
Dennis Kim and Lori Whiting, members of our Alternatives Team, consider the changing relationship between volatility and liquidity, and offer ideas on alternatives strategies for what they expect will be an enduring trend.
December 2020
2021 Alternative Investment Outlook
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