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Information für professionelle Anleger - 15.11.2022

Long/Short-Strategien für Stabilität im Portfolio

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Long/Short-Strategien liegen in zahlreichen, verschiedenen Konzepten vor. Sie haben lediglich gemeinsam, dass sie nicht ausschließlich von steigenden, sondern auch von fallenden Kursen profitieren. Zu diesem komplexen Thema lud „Die Fondsplattform“ von Drescher und Cie am 14. November 2022 zum digitalen Austausch ein.

Christoph Sporer, Portfoliomanager Absolute-Return-Strategien, beim Webinar mit „Die Fondsplattform“

Im Webinar stellte Christoph Sporer, Portfoliomanager Absolute-Return-Strategien, Metzler Asset Management, die Charakteristika des Metzler-Fonds Long/Short Volatility vor. Aus seiner Sicht sei der Mehrwert von Long/Short-Strategien im Portfolio durch ihren marktneutralen Charakter gegeben, insbesondere da zuletzt die Korrelation von Aktien und Anleihen positiv ausgeprägt war. Die innovative Volatilitätsstrategie von Metzler setze Aktienindexoptionen ein und zeichne sich durch einen aktiven Handelsansatz aus. Seit dem 1. November 2022 ist sie auch als Publikumsfonds verfügbar.

„Das Portfolio ist mit Long- und Short-Positionen ausgewogen und passt sich dynamisch an die Gegebenheiten an“, so Sporer. Hohe Kursausschläge sowie eine hohe Intraday-Volatilität seien vorteilhaft für die Performance des Absolute-Return-Ansatzes. „Für institutionelle Anleger bietet diese Investmentstrategie eine attraktive Rendite im konservativen Bereich“, fasste der Portfoliomanager zusammen. 

Weitere Referenten waren Chris Crawford, Chief Investment Officer Eric Sturdza Investments, Samantha Gleave, Fondsmanagerin Liontrust International Luxembourg S.A. und Uwe Röhrig, Senior Equity Strategist UBS Asset Management. An die Präsentation der unterschiedlichen Long/Short-Strategien schloss sich eine Podiumsdiskussion an, die Paul Barthels von Drescher und Cie moderierte. Über den Chat hatten die Zuschauer die Möglichkeit, Ihre Fragen direkt an die Experten zu richten.


Der Bereich Absolute Return hält nähere Informationen zu Liquid Alternatives von Metzler bereit.

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