Hi,One of the recurring question I have in this market : how can...

Hi,
One of the recurring question I have in this market : how can we get absolute performance when there is such a downside risk on stocks ?
Some of the answers I found so far :
- USD exposure is usually a good hedge (at least in the recent past),
- shorting is another good way to try to generate some alpha,
- finally better to be quite flexible in term of investment style, as well as geographic/sector/stocks exposures.

I can't find a fund manager which has all these elements together.
GQG and Platinum are probably the closest ones, as they are specialised in global equities. GQG is also very flexible, but is long only (if I am not wrong). Platinum has a good experience of shorting, but not flexible enough (I don't understand why they stick so much to their bet on Chinese equities).