Hey guys
I run a non-profit investment club that manages a long short equity portfolio called Quadrant Skew Capital. The purpose of the club is to build experience in equity research & portfolio management as well as for education initiatives. I launched an equity internship program which has trained over 200 interns including students from NYU Stern, London School of Economic and Princeton
The portfolio returned a 9.9% one year performance (Jan 30 2014 to Jan 30 2015) which would rank QSC in the 92nd percentile of long short equity fund performance during the same period according to Morningstar.
I thought I would share our current long short equity ideas. Each idea is supported by extensive fundamental research, DCF/CC models and an equity research report. I'll look into posting this publicly or I can email copies to you if you want backup.
Here are our current long and short positions
Long:
IAMGOLD Corp (Public, TSE:IMG)
Kinross Gold Corporation (Public, TSE:K)
New Gold Inc. (Public, TSE:NGD)
Owens & Minor, Inc. (Public, NYSE:OMI)
Silvercorp Metals Inc. (Public, TSE:SVM)
Smith & Wesson Holding Corp (Public, NASDAQ:SWHC)
Short:
Alcoa Inc (Public, NYSE:AA)
Atrium Mortgage Investment Corp (Public, TSE:AI)
Bank of Montreal (Public, TSE:BMO)
Bank of Nova Scotia (Public, TSE:BNS)
Caterpillar Inc. (Public, NYSE:CAT)
Canadian Imperial Bank of Commerce (Public, TSE:CM)
Equitable Group Inc. (Public, TSE:EQB)
Facebook Inc (Public, NASDAQ:FB)
First National Financial Corp (Public, TSE:FN)
Home Capital Group Inc (Public, TSE:HCG)
Kate Spade & Co (Public, NYSE:KATE)
Royal Bank of Canada (Public, TSE:RY)
Toronto-Dominion Bank (Public, TSE:TD)
Toll Brothers Inc (Public, NYSE:TOL)
Tesla Motors Inc (Public, NASDAQ:TSLA)
Zillow Inc (Public, NASDAQ:Z)
Pair Trade:
Long iPath S&P GSCI Crude Oil Total Return (Public, NYSEARCA:OIL) and short SPDR S&P Oil & Gas Explore & Prod. (ETF) (Public, NYSEARCA:XOP)
Usual disclaimer. These are not investment recommendations/advice. I am simply sharing investment ideas/research
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