Balance is the order of the day, illustrated by stock-picking processes that lead to alpha and beta generation in, for example, a Japanese gaming company and a European stainless steel business; then there is the ‘coals to Newcastle’ shorting opportunity that Neil ‘Scotland was made for shorting’ Goddin found in China.
Goddin and Craig Bonthron make the process sound ridiculously straightforward as their proprietary screening system already ranks stocks as poor performers – so why no short them? Now, they can…
