The portfolio aims to achieve positive net returns above its benchmark, FTSE 100 Index, from its inception and then continue to do so. The portfolio universe consists of 25 constituents of the FTSE 100 Index, plus a number of other inclusions, but not limited by number, to represent the industry groups within the full index.
Given it has a ‘long’ benchmark, despite being a long/short portfolio, it generally but not always will operate with a ‘long’ bias.
The Long and Short FTSE Portfolio is run by Stuart Brown. Stuart is an experienced trader, with over 20 years of market trading experience of equities, index and single stock volatility. Stuart has worked in the UK, Europe and Asia for some of the major financial trading organisations and investment banks, including Royal Bank of Canada, Robert Fleming and HSBC.
Key benefits of this product include: