Blog Post Download - Short-Term vs. Long-Term Hedged Equity Strategies

Run-of-the-mill understanding of investments dictate that investors shouldn’t put all their eggs in one basket. Diversification is classic and valid advice and good risk management. However, some investors for one reason or another, have a large portion of their investments in a single stock. This creates a scope of risks that requires deliberate investment decisions. Portfolio overlays can serve as a range of objectives to assist investors with concentrated stock positions and structure a desired outcome.

Managing a concentrated stock position is a complicated task that involves investment selection, execution and management, tax, and legal issues. The right financial professionals serve an essential role in navigating the maze.

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