He also elaborates on how he is coping with the problem of lack of sufficient track records In the alternative UCITS space.
Equity long/short is alternative to government bonds, says Jose Luis Borges
José Luis Borges, head of institutional portfolios at BPI Gestao de Activos, is now underweight government bonds, and tells EIE’s Tjibbe Hoekstra why he has been investing in equity long/short strategies as an alternative.
