Today’s Talk Your Book is brought to you by Wasatch Global Investors
See here for more information on the Wasatch Long/Short Alpha Fund
On today’s show, we discuss:
- How the long/short portfolio is constructed
- Returns during bear and bull markets
- What stocks make a good short vs a good long
- How often the portfolio turns over
- Stock picking within small-cap growth
- Where the biggest dislocations in market price happen
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