QUARTERLY COmmentary

Q3 2017

Goodwood-Commentary.pngIn 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
To READ OUR COMMENTARY, please fill out the form on this page.