Long/Short Portfolio
“Every crisis is an opportunity, if managed properly.” - Robert Kraft
As a result of the market downturn of 2008, many savvy investors now recognize the need to diversify well beyond traditional strategies that utilize stocks and bonds. This is where an alternative strategy can offer additional diversification and performance potential.
Apex develops and implements asset allocation models that employ alternative investment vehicles, such as the Apex Managed Long Short Portfolio, that can act as a counter-balance to a strictly long equity portfolio, potentially taking advantage of both a rising and a falling market. Executed in separately managed accounts, this opportunistic strategy utilizes a quantitative model which analyzes trends in investor sentiment. Armed with this research, Apex can then be long, short or out of the market, on any given day, offering our clients multilevel diversification, as well as the ability to reduce long-term volatility and enhance returns.
