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361 Global Long/Short Equity Fund - Keywords


INVESTMENT FOCUS

  • Global Large-Cap Stocks
  • Developed Markets

INVESTMENT PHILOSOPHY

  • Low Volatility Anomaly
  • Equity Market Risk Premium
  • Value and Quality
  • ESG
  • Disciplined Investing
  • Low-Beta vs High-Beta Stocks

INVESTMENT PROCESS

  • Systematic Approach
  • Rules-Based Investor
  • Long-Short Portfolio
  • Market Cycle Driven
  • Long in Low-Risk Stocks
  • Short in High-Risk Stocks
  • Daily Monitoring with Rebalancing
  • Sources of Return
  • Return-Based Ranking
  • Risk-Based Ranking

RESEARCH PROCESS

  • Recent Profitability
  • Factor Momentum
  • Fundamental Analysis
  • Factor Persistence
  • Factor Mean Reversion
  • Earnings Quality
  • Stock Volatility Analysis
  • Stock ESG Score
  • Attribution-Based Factor Groups

PORTFOLIO CONSTRUCTION

  • Diversified Portfolio
  • Portfolio Optimizer
  • Long-Short Portfolio
  • Minimizing Transaction Cost
  • Shorting High-Beta Stocks

RISK CONTROL

  • Risk Reward Analysis
  • Risk|Reward Ratio Focused
  • Attribution Analysis
  • Specific Risk Targeting