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 . . .
Continue Reading
Unlock this article instantly, along with the rest of our premium content and benefits including daily/weekly/monthly newsletters.
Monthly
$30
A pay-as-you-go plan to get you started
→ Instantly unlock all new and archived articles
→ Daily, weekly and monthly e-mail newsletters
→ Access to the weekly AW Deal Watch by AW Research
Annual
$300
Required for access to AW Research
Get more for less - 20% discount over monthly
→ Everything in Monthly PLUS:
→ Access to articles and data from AW Research
→ AW Annual Investor Compendium – our comprehensive guide to investor activity, with a ranking of the most active investors for the year and profiles of the top global allocators
