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Portfolio Strategy

5 Methods for Analyzing a Manager’s Short Book

Adequately analyzing a manager’s short book is no cake walk. Short sellers have an incredibly challenging job; identifying the proper analytics to run on a short book is essential for asset owners to understand their managers’ skillset and see through the chaos of the current market.  

Managing risk for a short book is imperative. An allocator with access to position level data can gauge a manager’s risk management measures as well as the purpose and quality of the short book. This guide helps shine a light on what a manager is doing, the risk measures a manager has put in place, and changes in the profile of the short book over time.