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Overcoming Selection Bias in Assessing Long/Short Equity Strategies

The criteria for picking a long/short equity fund matter for investors.


Latest News & Insights

  • 2017 Mutual Fund Tax Information
    2017 tax information for our mutual funds is now available.
  • Navigating the Economic and Market Crosscurrents to Come
    January 2018 [Jason Brady, CFA]
    Why are U.S. financial conditions easing as the Fed tightens monetary policy? Is the Phillips Curve finally showing signs of life? Are ETFs liquid? What are today’s challenges to portfolio construction and asset allocation? Thornburg CEO Jason Brady answers these questions, and more.
  • U.S. Stocks Fall into Correction Territory, But Investors Should Keep Their Chins Up
    February 9, 2017 [Market Insights, Charles Roth]
    Investors worried about wage and inflation data should appreciate the underlying strength of the economy, not to mention strong corporate earnings. The market volatility is creating better entry points for longer-term investors.
  • Tax Reform Moves the Needle on U.S. Corporate Tax Competitiveness
    January 2018 [Charles Roth]
    If U.S. tax reform modestly boosts economic growth and deepens the fiscal deficit, its benefits for smaller companies are significant. It also ends incentives that spurred bigger U.S. firms to decamp to lower-tax jurisdictions abroad.
  • Why Samsung Can Be an Apple of Investors’ Eyes
    January 18, 2018 [Emerging Views, Josh Rubin]
    Samsung is no longer a stodgy conglomerate (or chaebol in Korea) that just makes consumer and industrial electronic devices and equipment, along with some home appliances.
  • Guess What Delivered in Spades in Thornburg’s Internal 2017 Global 3 Stock/Security Competition?
    January 12, 2017 [Market Insights, Sean Koung Sun]
    At the beginning of every year, a number of investment professionals at Thornburg voluntarily place their informal, internal-only bets on which three securities might together produce the best beta-adjusted returns in the year ahead.