Sector Neutral Sub-Industry (L-4) Pair Trade Ideas

Intro

We have been communicating to clients that our work sees the market slowly moving towards an idiosyncratic/stock picking environment. This report will identify sector neutral sub-industry pairs.  These can used for either over/underweight by traditional long only investors or as long/short pairs by traders. 

In deriving these pairs, we will be using the following proprietary analytical tools:

  • 8-panels/ASM
  • HALO
If you are also interested in which single stock names...

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