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FSMSX > FSMSX Strategies > Flashcards

FSMSX Strategies Flashcards

1
Q

Strategic strategies

A

Long term, 3-5 years, persistent in market, 70% of portfolio

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2
Q

Opportunistic strategies

A

Short term, 3-6 months, 30% of portfolio

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3
Q

Technical Trading sleeve

A

Strategic, equity mean reversion, persistent returns

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4
Q

Equity sleeve

A

Opportunistic, size factor currently, long small caps/short large caps. Take advantage of dislocation

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5
Q

Macro sleeve

A

Opportunistic, value factor, long/short on value/growth, avoid multiple compression of growth and heighten stability of value, up 20% in 22’

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6
Q

Volatility

A

Opportunistic, added mid 21’, use options to benefit from volatility across stocks and bonds

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7
Q

Credit Long/Short

A

Strategic, Mid Ocean, in portfolio since inception

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8
Q

Equity Long/Short

A

Strategic, Chilton, added in 18

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9
Q

Systematic trading

A

Strategic, Crabel, added 2020, great track record in volatile environement

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FSMSX (3 decks)

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