• Account Access
  • Contact Us

    Pre-Sales Support

    Mutual Funds and ETFs - 800-456-7526
    Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET
    Friday: 8:00 a.m. – 5:00 p.m. ET

    ETF Trading Support - 415-315-6600
    Monday-Friday: 9:30 a.m. – 5:00 p.m. ET

    Post-Sales and Website Support
    Monday-Friday: 9:00 a.m. - 6:00 p.m. ET

  • Advisor Log In

Why Long Short Global Equity? Why Now?

November 2018

Market inefficiencies in global small caps may provide opportunity in the international space

Despite recent upticks in volatility, the bull market in US stocks keeps rolling. For the one-year period ending 9/30/18, the S&P 500 Index returned 17.9%. When things are going relatively well at home, it’s easy to adopt an “if it ain’t broke, don’t fix it” mentality with your clients’ portfolios when it comes to US equities.

Investing involves risk, including the possible loss of principal. ● Foreign investments may be more volatile and less liquid than U.S. investments and are subject to the risk of currency fluctuations and adverse political and economic developments. ● Small-cap securities can have greater risk and volatility than large-cap securities.

Past performance is not guarantee of future results. Investors cannot directly invest in an index.


WP433 209421