Portfolio Premium Member Exclusive: William Harding of Morningstar Investment Management, head of alternatives research Nadia Papagiannis , and ETF analyst Tim Strauts outline smart diversification strategies and investments in this 50-minute roundtable
Morningstar's head of alternatives research Nadia Papagiannis describes the flavors of long-short equity funds, which can hedge investors' equity risk exposure, along with three funds that top her watch list.
Nadia Papagiannis : Hi. My name is Nadia Papagiannis , and today I have with me K.C. Nelson, who is the ..... today, K.C. K.C. Nelson: Thanks for having me, Nadia . Papagiannis : So, K.C., your funds are in the nontraditional
Nadia Papagiannis : Hello. My name is Nadia Papagiannis . I'm the director of alternative fund research here at Morningstar, and today, I have with me Guy Benstead, portfolio manager of Forward Credit Analysis Long/Short, ticker symbol
he can speak a little bit about. Next to him is Nadia Papagiannis , and Nadia actually joined Morningstar originally ..... be highly correlated with stock and bond markets. Nadia Papagiannis : I would add to Bill's definition. I would agree
investments that use shorting or hedging strategies. (That's how Morningstar's alternative investment strategist Nadia Papagiannis defined an alternative in this video .) Others employ the term more expansively to encompass real estate, hard
Nadia Papagiannis : Hello, my name is Nadia Papagiannis . I'm an alternative investment strategist here at Morningstar. Today I have with me Brian Hurst and Yao Hua Ooi from AQR Capital Management. AQR Capital Management was founded in 1998
Nadia Papagiannis : Hello, my name is Nadia Papagiannis . I'm the Alternative Investment Strategist here at Morningstar. And today I have with me Rick Lake. Rick Lake is the Manager of the Aston/Lake Partners LASSO Alternatives Fund. Thanks
Nadia Papagiannis : Hello, my name is Nadia Papagiannis . I am the Alternative Investment Strategist here at Morningstar. And today, I have with me Rick Lake. Rick Lake is the manager of the Aston/Lake Partners LASSO Alternatives Fund. Thanks
Nadia Papagiannis : Hello, my name is Nadia Papagiannis . I'm an Alternative Investment Strategist here at Morningstar, and today I have with me Mike Shinnick, who is the Portfolio Manager for the Wasatch-1st Source Long/Short Fund, which