Long/short funds are one of the ways to preserve long-term performance when stock markets go through unusually long periods of negative or sideways performance. The portfolio managers of the Hancock Horizon Quantitative Long/Short Fund complement their macro strategy with a stock selection that offers a protection overlay in down markets.

In the long term, equities offer annual returns in the upper single-digits, but in the short term stocks can also correct sharply. Hedged investment strategies are increasingly available in the mutual fund structure as a way to provide investors with access to equities while seeking to manage risk. Dr. Ajay

In the intricate world of valuation and investing, stock prices go up and down based on company performance and investors’ appetite for risk. Gary DiCenzo, CEO of Cognios Capital and Jonathan Angrist, CIO and portfolio manager of the Cognios Market Neutral Large Cap Fund, take advantage of a proprietary quantitative

The Logan Long/Short Fund adjusts market exposure through its mix of long, short and cash positions. According to the Logan team, the fund leans long based on the premise that, historically, the market rises 71% of the time. On the long side of the portfolio, a combination of 60% growth

Steve Gerbel, portfolio manager of the SilverPepper Merger Arbitrage Fund, does not speculate on whether a company will be acquired. Instead, the fund invests after the merger has been announced and targets the increase over the next three or six months. Since 96% of the announced mergers do actually close,

As time passes, changes occur, industries evolve, economies expand and contract, and with these changes come opportunities. Michelle Borré, portfolio manager of the Oppenheimer Fundamental Alternatives Fund, and her team seek to identify and capitalize on these opportunities through fundamental research and by investing long and short across markets.

As small-cap companies are often not followed widely on Wall Street, investors willing to do fundamental research can take advantage of stocks suffering from information gaps. David Swank and the portfolio team of the Hood River Small-Cap Growth Fund, seek to maintain a diversified portfolio of under-followed companies that are

Remaining true to style may not be easy in all market environments, but for Matt Hastings, portfolio manager of Schwab GNMA Fund, the focus on the Ginnie Mae universe means staying true to investors. With a team experienced in active and passive strategies, the fund combines quantitative analysis with real-world

Not all funds that invest in government bonds have a core focus on those securities alone. Bob Gahagan, portfolio manager of the American Century Government Bond Fund, and his team of researchers seek opportunties in bonds and mortgage securities issued by the U.S. government by exploiting the mean-reverting tendencies of

In the fixed-income market, maintaining a liquid portfolio is the key to capitalizing on market opportunities, whenever they arise. Brad Camden, co-manager of the Northern Trust Core Bond Fund, gives high priority to liquidity and diversification across the investment grade spectrum, combining disciplined macroeconomic views with proprietary credit research to