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Buy Hold Sell: The best and worst investment ideas from 5 ASX sectors

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Contenido proporcionado por Livewire Markets. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Livewire Markets o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

One key function of long/short fund managers is to compare similar companies and trade them against each other.

These companies are often found within sectors but can also be found across sectors, as companies with similar characteristics.

Once identified, a long/short manager will buy the stronger-performing company in the pair and sell the weaker-performing company. This is known as a 'pairs' trade. This strategy also has the benefit of being market-neutral (given one long and one short trade in the pair).

The ASX is littered with potential pairs trading opportunities. Some examples include Coles and Woolworths, Fortescue and Rio Tinto, and Santos and Woodside.

Given the focus on comparing companies and actively trading them against each other, who better to ask for their best and worst picks in a sector than a couple of long/short fund managers?

For those who love stock picks on both sides of the ball, this episode is for you.

Livewire's James Marlay was joined by Tribeca Investment Partners' Jun Bei Liu and ClearLife Capital's David Moberley to discuss their best and worst picks in five different sectors.

Note: This episode was recorded on Wednesday 6 November 2024.

  continue reading

372 episodios

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iconCompartir
 
Manage episode 449704862 series 2656707
Contenido proporcionado por Livewire Markets. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Livewire Markets o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

One key function of long/short fund managers is to compare similar companies and trade them against each other.

These companies are often found within sectors but can also be found across sectors, as companies with similar characteristics.

Once identified, a long/short manager will buy the stronger-performing company in the pair and sell the weaker-performing company. This is known as a 'pairs' trade. This strategy also has the benefit of being market-neutral (given one long and one short trade in the pair).

The ASX is littered with potential pairs trading opportunities. Some examples include Coles and Woolworths, Fortescue and Rio Tinto, and Santos and Woodside.

Given the focus on comparing companies and actively trading them against each other, who better to ask for their best and worst picks in a sector than a couple of long/short fund managers?

For those who love stock picks on both sides of the ball, this episode is for you.

Livewire's James Marlay was joined by Tribeca Investment Partners' Jun Bei Liu and ClearLife Capital's David Moberley to discuss their best and worst picks in five different sectors.

Note: This episode was recorded on Wednesday 6 November 2024.

  continue reading

372 episodios

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