Equity Strategies

We are pleased to invite you to our first Strategy Month of 2026, where we will be focussing on Equity Long Short strategies. The current equity market backdrop looks particularly interesting for long short strategies, with high levels of single stock dispersion combined with some notable changes in leadership across markets, regions and sectors. We will be joined at the event by 3 leading managers employing a range of different approaches to the discipline. The event will feature a panel discussion where will deep-dive into the opportunity set that the managers are observing, and this will be followed by manager specific presentations. 

Agenda

February 23, 2026
10:00 AM - 10:15 AMStrategy Update: Equity Strategies
10:30 AM - 11:15 AMPolunin Emerging Markets Active
11:45 AM - 12:30 PMPanel Discussion
12:45 PM - 1:30 PMVelox Fund
1:45 PM - 2:30 PMTycho CapeView European Long Short
2:45 PM - 3:30 PMTycho Scopia Market Neutral Equity
Time Zone: (UTC+00:00) London, Edinburgh [Change Time Zone]

Speakers