(Opalesque) Dispersion in valuations, dispersion in security prices, dispersion in currencies, dispersion in earnings. The point is, ladies and gentleman, that dispersion—for lack of a better word—can be good for hedge strategies. No, we are not talking about “greed” (thank you, Gordon Gekko), but as we look toward the fourth quarter of 2016 and identify our top convictions for the remainder of the year, we are most definitely talking about dispersion; or more specifically, increased dispersion. For hedge strategies, this can indeed be a good thing.
Favorable Dispersion Presents Opportunity
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