So, Agri stocks offer relatively
uncorrelated exposure (on an underlying basis) to pretty favourable secular growth (and emerging / frontier market) trends.
But I do like JIL & BUR — they offer nice
uncorrelated exposure.
Not exact matches
Investors who add real estate to their investment portfolios further reduce their
exposure to risk since SFR returns are highly
uncorrelated to the stock market, according to Roofstock's new data.
Even a relatively small
exposure to the
uncorrelated returns can dramatically impact a portfolio.
Investment in The Fund is suited to those investors who want
exposure to an investment strategy whose returns will reflect the security selection skills of the Manager, and will be largely
uncorrelated with movements in the broader equity market.
Anyway, much of my event - driven
exposure was ultimately re-invested in Alternative Asset Opportunities (TLI: LN)-- so I simply exchanged a low return / relatively
uncorrelated risk for a cheap / high return / totally
uncorrelated risk!
--
Uncorrelated Stocks: These offer alternative, or economically uncorrelate
Uncorrelated Stocks: These offer alternative, or economically
uncorrelateduncorrelated,
exposure.
-- Theme Stocks: Stocks offering direct / indirect
exposure, or a play on a specific investment theme — which I believe may offer superior / mispriced secular (or
uncorrelated) growth prospects.
«With the Rational / NuWave Enhanced Market Opportunity Fund, investors get U.S. equity
exposure in combination with a macro-focused long / short component that seeks to provide
uncorrelated returns.