Make a move to absolute return strategies in global equities

Lev Margolin  |  System Capital  |  20 August 2025  |  0.50 CE

Today’s global equity market is shaped by structural disruption, with winners and losers emerging across industry sectors. An absolute return, long-short approach to global equities investing offers a powerful edge over traditional strategies. The long-short research process builds conviction in long positions while unearthing shorting opportunities in structurally declining sectors, capturing absolute value from both the long and short side of the investment book. Taking this approach and combining it with the freedom to invest over a 5+ year horizon to align wi...

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