In our Q3 market insights, the Goodwood long short equity team discusses updates within our long and short portfolios. We also share why we are confident that a portfolio of high quality, historically cheap longs and historically expensive, fundamentally at-risk shorts leaves us well-positioned to generate superior risk adjusted returns over the the long term.
In this market commentary, you’ll explore topics that include:
- The degree to which the beneficiaries of corporate tax reform have underperformed the market overall this year, and how that may change
- Reasons why our portfolio stands to benefit if corporate tax reform is enacted
- Why we think the U.S. Chemical Industry is poised to flourish in the coming years
- How we strive to better understand our own strengths and weaknesses as part of our process