American Research House: Strategy of the Week

One of the most consistent performers recently is The American Research House. We wrote a piece on Wednesday discussing whether or not US stocks are in a bubble and if that bubble has more room to inflate. The good thing about these guys is, it doesn’t matter.

This particular team perform regardless of market direction. While they go in on the long side more than the short side, they have had some good days recently from both.

So far in April, they have managed a return of 4.9%, and this is on the back of 13.3% in March. Their average leverage is 3.9 which is definitely one of the higher risk strategies, but they can afford to do this as many of the positions are looking for breaks in the short term and are regularly liquidated.

This team would benefit anyone’s portfolio, especially one that doesn’t have access to shorting stocks. All hedge funds should have someone like this on their books. Another great couple of weeks for them.

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