With the London-based FTSE 100 stock index up over 1 percent on 2014 and the Euro Stoxx 50 up 6.78 percent on the year, one might use these as indicators of a slightly positive market environment for European equity fund managers. While the stock market was positive, Europe in 2014 was punctuated with spectacular short selling stock stories as well. Led by the likes of Quindell and others, both long and short exposure was noticed to have strong price trends. With quantitative easing getting ready to potentially inflate stock prices, one might think a European-focused long/short equity strategy might do…
TT International Struggles With Short Stock Selection Issues
Mark Melin
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.