Long Short funds

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Nov 16, 2009 9:18 pm

Anyone using the JPMorgan U.S. Large Cap Core Plus?

Any other Long Short funds you are using?
How are you positioning it in portfolios - core holding?
Nov 16, 2009 11:08 pm

Great ideas, but none of them are long short (except maybe Rydex, which I'll look at, thanks AGEMAN.


I use Ivy Asset Strat with Blackrock Global - 2 great funds that complement each other.

Nov 16, 2009 11:39 pm
Sportsfreakbob:

Great ideas, but none of them are long short (except maybe Rydex, which I'll look at, thanks AGEMAN.


I use Ivy Asset Strat with Blackrock Global - 2 great funds that complement each other.



I'm a big fan of the Blackrock Global, not too familiar with the ivy asset strat.  Why do you like them together?

Nov 17, 2009 9:45 am
Sportsfreakbob:

Anyone using the JPMorgan U.S. Large Cap Core Plus?

Any other Long Short funds you are using?
How are you positioning it in portfolios - core holding?
 
I have been using it for awhile now. I have been using it as a core holding in portfolios. I also use the Ivy as well as the Blackrock.
Nov 17, 2009 10:10 am

I use IVY AS, Blackrock Global, First Eagle Global, Mutual Discovery, JPM LC Core, Capital World G&I, Templeton Global Bond, Loomis Sayles Bond, PIMCO TR, some others.


I love Ivy, but it's flexibility is a double-edged sword.  I always get nervous that they could make a bad bet and be wrong big time, just like they were right big-time in 2007.  So I try to limit it to no more than 15% or so (typically 5-10%).  I would love to do more, but I'm just a nervous nellie.

Nov 17, 2009 10:21 am

For those that use Blackrock Global, there is a good interview with Dennis Stattman at www.investmentnews.com regarding Global investing.  Go to the Consuelo Mack interviews.

Nov 17, 2009 9:46 pm
BerkshireBull:
Sportsfreakbob:

Great ideas, but none of them are long short (except maybe Rydex, which I'll look at, thanks AGEMAN.


I use Ivy Asset Strat with Blackrock Global - 2 great funds that complement each other.



I'm a big fan of the Blackrock Global, not too familiar with the ivy asset strat.  Why do you like them together?

Bull,
They're both tactical go anywhere funds but Ivy is more "out of the box"
Ivy can be cash, metals, currencies, stocks bonds, really closer to a transparent hedge fund. But they both are free to roam in search of absolute returns.
Nov 18, 2009 1:07 am

Not using JP Morgan.


DIAMX Diamond Hill Long-Short A Long-Short
ARBFX Arbitrage R Long-Short
MERFX Merger Long-Short
 
Fidelity Advisor Strategic Income A (FSTAX)
BlackRock Global Allocation A (MDLOX)
Oakmark Equity & Income I (OAKBX)
Mutual Global Discovery A (TEDIX)
Goldman Sachs Small/Mid Cap Growth A (GSMAX)
 
Ivy is not available to us yet...
 
Starting to use some Pimco Total Return 100,300,500,700

Nov 18, 2009 2:47 pm

Hussman

Nov 19, 2009 7:43 am

CSM

Nov 19, 2009 5:37 pm
iceco1d:
Do you mean Putnam Absolute Return 100/300/500/700?
 
Yes. Thanks Ice.  I was going to fix that today but did not get time.
Nov 20, 2009 12:43 am

They have such a short track history that I can't give too much of an opinion. We are using them some as a hedge/market neutral postion no more then 10% mostly closer to 5% in a couple portfolios. We are using them based on risk ie 100=cons 300=mod/cons 500=mod 700=mod/agg.

 
I think this year you should have decent returns even if you threw a dart so we will see how they do going forward. It can't be as disappointing as DDMAX. We were using it some and it has sucked ass this year.
Nov 21, 2009 11:42 pm

Ever wonder why fund managers can't beat the S&P 500? 'Cause they're sheep, and sheep get slaughtered.

Nov 22, 2009 12:49 pm

LA Broker

I've read three of your posts in the last 10 minutes and i cant figure out for the life of me what the f*** you are trying to say.
Are you drunk or am I?
Nov 22, 2009 1:04 pm
Sportsfreakbob:

LA Broker

I've read three of your posts in the last 10 minutes and i cant figure out for the life of me what the f*** you are trying to say.
Are you drunk or am I?

 
 
He has been posting quotes from Wall Street.  He is not trying to say anything.
Nov 22, 2009 5:27 pm

Primo, if he's not trying to say anything, he's doing a great job. It must be good to be so focused.

Nov 24, 2009 10:36 pm

JP Morgan Market Neutral
JP Morgan Highbridge Statistical Market Neutral
Roosevelt MultiCap Core (BULLX) - Not really a L/S, but they do hedge w/ Inverse ETFs and will raise cash
PIMCO Global MultiAsset - not really a L/S either, but a good Flex Fund
Agree w/ Ivy, Blackrock Global, Mutual Discovery, First Eagle Global
Another good one that I have been monitoring is the Permanent Portfolio

Dec 2, 2009 12:09 pm

Ja*** Advisor Long/short (jlsax)

Gateway Fund (gatex)

Aberdeen Long/short

Aberdeen market neutral

I think jpmorgan also has a decent market neutral fund.

Dec 2, 2009 1:01 pm
mrclutch:

JP Morgan Market Neutral
JP Morgan Highbridge Statistical Market Neutral
Roosevelt MultiCap Core (BULLX) - Not really a L/S, but they do hedge w/ Inverse ETFs and will raise cash
PIMCO Global MultiAsset - not really a L/S either, but a good Flex Fund
Agree w/ Ivy, Blackrock Global, Mutual Discovery, First Eagle Global
Another good one that I have been monitoring is the Permanent Portfolio

 
All good picks.  How have you been using PPort?  I can't determine if that is a good proxy for something like PIMCO All Asset, or more like a Global Allocation Fund.  I just can't quite grasp it because it is so unique.
Dec 2, 2009 1:05 pm
mlgone:

first eagle international is a 1 million minimum if you aren't grandfathered. mix MDLOX, IVAEX and EAAFX around with PTTDX and NEZYX and look at the results. I will not give the allocation % to screw myself but i challenge you on this as a core holding any day

 
Do you mean First Eagle Overseas?  Since when?  Or are you talking about First Eagle Global Institutional share class?