FA Whitepapers

Whitepapers Archive  |  Market and Economic Outlook

June 2021   


In Hedged Equity, The Capture Ratio Is The Key To Effective Diligence

The Hedged Equity investment space makes a very promising offer: the balance of Growth and Downside Protection in the same portfolio. It is a compelling promise. But it is not a coincidence that the strategies in this space that are growing fastest are the ones with the highest Capture Ratio. And the strategies with the lowest Capture Ratios are losing investor interest. Learn the best practice techniques for evaluating and selecting the best Hedged Equity strategies.