Current Event

Sponsored by:

For Financial Professionals

A Strategy for Up, Down, and Sideways Markets
With Craig T. Callahan, Founder and President – ICON Advisers, Inc.

Shorting stocks in companies and industries which have become overpriced may help protect your clients against big market declines and enhance portfolio returns.

In today’s market setting, an active long/short strategy may be worth considering. When the market begins to reach fair value and stocks become overpriced, ICON believes the ability to play both long and short sides can add alpha, and ICON Advisers has approximately five years of experience in managing a long/short portfolio. 

This free web seminar will explore the features of a long/short strategy and contrast the strategy of long/short mutual funds with hedge funds.  

Attendees will learn the advantages and disadvantages of investing both short and long and how a long/short portfolio can adapt when the market goes up, down or sideways. 

Register today and join ICON on October 4, 2007 at 4 pm EST to learn more about implementing a long/short investment strategy.  

Sponsored by ICON Advisers, Inc., a valuation-based asset manager that utilizes a quantitative, bottom-up, go-anywhere Multi Cap discipline to identify market themes in the U.S. and overseas markets..

Past performance does not guarantee future results. Investment return and principal value will fluctuate and shares, when redeemed, may be worth more or less than their original cost. 

There are risks involved with mutual fund investing, including the risk of loss of principal. There is no assurance that the investment process will consistently lead to successful results. Investing in securities involves inherent risks, including the risk that you can lose the value of your investment.  

There are risks associated with selling short, including the risk that investors may have to cover their short position at a higher price than the short price, resulting in a loss. The loss on a short sale is potentially unlimited as a loss occurs when the value of a security sold short increases. 

FOR INVESTMENT PROFESSIONAL USE ONLY.