Optima Asset Management is outlining a number of compelling opportunities in the hedge fund arena for the coming year, with Founder and CEO Dixon Boardman seeing some strategies benefiting from very strong secular trends.
The strategies Boardman sees leading the way in 2021 are: Asia, especially China and India; healthcare, and lastly, concentrated stock picking by leading long/short equity managers.
As the growth stocks such as Facebook, Amazon and Tesla seemingly stole the show in 2020, Boardman said that last year was one of outperformance by long/short equity hedge funds that were positioned . . .
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