Long Short Investing

At WaveStone, we are committed to a keeping our investors informed. We understand the importance of education, so that investors are equipped with the knowledge required to making the right investment decisions.

Here, you will find out more about our investment style and process, and our short guide on understanding long/short equity funds.

Learning about Long/Short Funds

Our thought paper, An Airbag for your Equity Strategy, outlines how long/short variable beta strategies work, what they can offer investors, and where to position them in a portfolio.

The accompanying Case Study examines the three key benefits of blending a long/short variable beta strategy (such as the WaveStone Dynamic Australian Equity Fund) with a traditional long only Austalian equity strategy.

The information provided in this video should be regarded as general information only rather than advice. It has been prepared without taking account of any person’s objectives, financial situation or needs. Because of that, each person should, before acting on any such information, consider its appropriateness having regard to their objectives, financial situation and needs. Each person should obtain a Product Disclosure Statement (PDS) relating to the product and consider that Statement before making any decision about the product.