Beyond buy and hold - A guide to long/short strategies episode artwork

EPISODE · Jul 3, 2025 · 25 MIN

Beyond buy and hold - A guide to long/short strategies

from The Ideas Exchange · host ASX

In the last episode in our thematics series we explore all about long/short investing, a strategy designed to take advantage of both rising and falling stocks. Dr. David Allen, Head of Long/Short Strategies and Portfolio Manager of the Plato Global Alpha Fund at Plato Investment Management, joins The Ideas Exchange to discuss what it means to take long and short positions, the role that a long/short strategy plays in an investors’ portfolio, and what makes it different from other more traditional investment strategies.  Tune in to hear how Plato identifies strong performers to go long on and weaker ones to short, how they manage risks and volatility to determine the net exposure for their fund as well as some successful examples that have helped the fund outperform its benchmark.  Visit our blog: https://www.asx.com.au/blog Follow us on: X - https://twitter.com/ASX LinkedIn - https://www.linkedin.com/company/asx/ YouTube - https://www.youtube.com/user/ASXLtd Instagram - https://www.instagram.com/asx__official/ Explore our useful investment tools and resources https://www.asx.com.au/investors/investment-tools-and-resources/personal-investor

In the last episode in our thematics series we explore all about long/short investing, a strategy designed to take advantage of both rising and falling stocks. Dr. David Allen, Head of Long/Short Strategies and Portfolio Manager of the Plato Global Alpha Fund at Plato Investment Management, joins The Ideas Exchange to discuss what it means to take long and short positions, the role that a long/short strategy plays in an investors’ portfolio, and what makes it different from other more traditional investment strategies.  Tune in to hear how Plato identifies strong performers to go long on and weaker ones to short, how they manage risks and volatility to determine the net exposure for their fund as well as some successful examples that have helped the fund outperform its benchmark.  Visit our blog: https://www.asx.com.au/blog Follow us on: X - https://twitter.com/ASX LinkedIn - https://www.linkedin.com/company/asx/ YouTube - https://www.youtube.com/user/ASXLtd Instagram - https://www.instagram.com/asx__official/ Explore our useful investment tools and resources https://www.asx.com.au/investors/investment-tools-and-resources/personal-investor

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Beyond buy and hold - A guide to long/short strategies

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This episode was published on July 3, 2025.

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In the last episode in our thematics series we explore all about long/short investing, a strategy designed to take advantage of both rising and falling stocks. Dr. David Allen, Head of Long/Short Strategies and Portfolio Manager of the Plato Global...

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