Why consider a long/short equity fund?
Long/short equity funds can generate returns from both rising and falling stock prices. How? While holding undervalued stocks, portfolio managers can short overvalued stocks. This can provide meaningful downside protection during market drawdowns. With a low correlation to traditional asset classes, long/short equity strategies may offer a less volatile way to access the equity markets and better portfolio diversification.
The PH&N Canadian Equity team
portfolio managers and analysts
billion in assets under management
years of combined experience
The PH&N Canadian Equity Team leverages their existing and established philosophy and process, based on a growth-at-a-reasonable-price (GARP) investment approach. They believe that:
- Fundamental research drives outperformance
- High-quality businesses outperform
- Focus on long-term value creation is key
- Volatility creates opportunity
- Multiple complementary disciplines provide the best ideas
Absolute returnsTargets meaningful outperformance in drawdowns, resulting in equity-like returns over a full cycle.
DiversificationSeeks to provide a lower correlation to traditional asset classes, focusing on high-quality, growing companies.
ExpertiseLeverages the PH&N Canadian Equity Team’s diverse set of insights and follows a collaborative, disciplined investment process.
ESG integrationEngages with companies on material ESG factors and the risks associated with these factors.
To learn more about PH&N Long/Short Canadian Equity Fund, speak to an advisor.