Investment Objective

Our equity hedge strategies seek equity-like returns or better with less beta exposure and less exposure to large equity down cycles. Strategies are offered with tax efficient implementations.

A Diversified Disciplined Approach for the Long-Term

Markin equity hedge strategies aim to deliver equity-like returns or better while reducing equity beta and equity market correlation. The strategies actively position across individual securities and asset classes (equities, fixed income, currencies, precious metals) on the basis of top-down macroeconomic, bottom-up fundamental, and quantitative/technical views.

Equity hedge strategies are actively managed and exposures to individual securities vary based on the evaluation of investment opportunities. These shifts in exposures are determined using macro, fundamental, and quantitative models.

Investment Approach

Equity hedge strategies are built around the empirical observation that equity return potential and risks evolve over market cycles and investors can generate equity-like returns over the long-term with less risk of loss by evolving portfolio exposures within equities and across uncorrelated asset classes accordingly.

The strategies invest globally across stocks, fixed income, currencies, and precious metals. While equities are often the primary driver of long-term returns, active exposure to other asset classes can provide additional return opportunities and tools for managing risk.

Our equity hedge strategies invest actively and employ leverage and shorting which we believe allows us to reduce downside risk, more fully operationalize our active views, and has the potential to provide more attractive returns over the long-term.

Reasons to Invest in Equity Hedge