Of course the obvious speak is "I like to buy high-quality businesses that have historically compounded shareholder value during times of price dislocation because of temporary headwinds or broader market fears". It's the truth, and nearly all of my best investments have been made on this principle, but I feel like anyone can say this. How can I go about describing my value investing philosophy in better words?
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Just say HFs but with a smaller risk tolerance and a longer time horizon.
I recommend starting your answer to that from horizon.
in a LO fund, if you're underweight a sector, is that sort of a way for them to be short the sector? I know they're not actually short, but for them to gain the spread between their OW and UW, would that be the same as gaining the spread in a L/S fund where the spread between longs and shorts is usually profit?
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