Analytic Global Long/Short Equity

The Analytic Investors team has been managing factor-based investments for over 20 years and are pioneers in low volatility investing. The Analytic Global Long/Short Equity strategy seeks to add value by combining highly liquid securities with attractive risk characteristics to create a global long/short equity portfolio with low beta versus the broad global equity markets, as well as providing strong downside protection. The strategy selects stocks from the MSCI World universe and comprises of 100% long, lower-beta stocks with attractive factor exposures, and 30% short, higher-beta stocks with less attractive factor exposures. The portfolio consistently has a net 70% exposure to the global developed equity markets, while maintaining about half the volatility of the MSCI World Index, and an equity market beta in the 0.4-0.6 range.

Strategy details

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