Hedge Funds Are Betting the Stay-at-Home Play Is Over


Will “stay-at-home” stocks continue their substantial outperformance? According to many hedge funds, the answer is no.

CEO Jon Caplis sat down with Barron’s to discuss how hedge funds are positioned vis-à-vis the firm’s proprietary Social Distancing Winners & Losers Baskets. And what we can expect from hedge funds in the months to come.


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