How Hedge Funds Are Making Money In 2014: The Full Strategy Breakdown

As part of his latest weekly report, Goldman’s David Kostin breaks down the full array of strategy “baskets” used by hedge funds at this moment to outperform the market in 2014. In a nutshell, the best performing strats right now involve betting on a high vs low tax rate divergence (perhaps because companies facing high tax regimes are soaring on hopes they will engage in a price-boosting tax inversion deal), and shorting BRIC exposure:

This post was published at Zero Hedge on 08/24/2014