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Anthony Aboud on his Long-Short strategy

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Perpetual Asset Management Australia’s Deputy Head of Equites, Anthony Aboud, oversees Perpetual’s long-short strategy.

In this video, he explains shorting and the current opportunity for long-short strategies. As Anthony says: “Over a long period of time, markets have generally gravitated upwards. But this may not be the case going forward. We feel that if you can generate returns both from your long positions and your short positions, then it is possible in a market that is flat or going down to generate a return.”

Chapters

0:00 Introduction

0:24 What does it mean to take a short position and why does it benefit a long short strategy?

1:04 Why is a long short strategy relevant?

1:43 Which red flags do you look for when shorting?

3:17 Key features of the Perpetual SHARE-PLUS Long-Short Fund

4:24 What differentiates Perpetual from other fund managers?

5:31 Current investment opportunities

This information has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535, AFSL 234426. It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. The information is believed to be accurate at the time of compilation and is provided in good faith. This video may contain information contributed by third parties. PIML does not warrant the accuracy or completeness of any information contributed by a third party. Forward looking statements and forecasts based on information available at the time of writing and may change without notice. No assurance is given that the forecast will prove to be accurate, as future events may impact actual results and these could differ materially from those anticipated. Any views expressed in this video are opinions of the author at the time of writing and do not constitute a recommendation to act.

The product disclosure statement (PDS) for the Perpetual SHARE-PLUS Long-Short, issued by PIML, should be considered before deciding whether to acquire or hold units in the Fund. The PDS and Target Market Determination can be obtained by calling 1800 022 033 or visiting our website www.perpetual.com.au. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor's capital. No allowance has been made for taxation and returns may differ due to different tax treatments. Past performance is not indicative of future performance.