94 Jeff Bradacs: How Market Neutral Strategies Fit Into Investor Portfolios

Jeff Bradacs, CFA, Portfolio Manager, Picton Mahoney Asset Management joins Pierre Daillie to discuss how a market neutral strategy can help keep Mr. Market quiet, especially in today’s economy and market that is transitioning from a high-growth, early-cycle recovery stage to a slower-growth, mid-cycle environment. Jeff breaks down how a market neutral strategy generates returns through stock selection, where he and his team are finding opportunities and what they see in the macro environment.Where to find Picton Mahoney Asset Management:Picton MahoneyPicton Mahoney Insights