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To help you learn about the merits of absolute return investing through a long-short equity strategy, AlphaCore Wealth Advisory recently hosted a webinar with Honeycomb Asset Management LP, a global long-short equity investment firm focusing primarily on technology, media and consumer-related investments.
Some of the key points discussed during this webinar included:
- What to look for, and what to avoid, in growth companies
- Honeycomb’s investing philosophy
- The role shorting plays in Honeycomb’s investing model
- How to manage risk in growth investments
- Historical exposures of long/short portfolios
- Sectors that performed well in the last 12 months
- Themes in growth for the next decade
- Metrics to look at when a company hasn’t been profitable
- Typical portfolio allocation and position sizing
If you are interested in learning more, please fill out this contact form and indicate in the message box that you are interested in the Honeycomb webinar. A member of the AlphaCore team will be in touch shortly.
As always, please do not hesitate to contact us to learn more about this webinar or any of our future events.