A pyjamas retailer, two Australian media icons, and a Polish mobile disrupter are the unlikely sources of inspiration for intrepid fund managers looking to beat the market this year.
Those long ideas are the counterpoint to a handful of battleground stocks in the hot areas of technology and resources that investors nominate as the stocks to short, or avoid, in the longest bull market in a generation.
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Jonathan Shapiro writes about banking and finance, specialising in hedge funds, corporate debt, private equity and investment banking. He is based in Sydney. Connect with Jonathan on Twitter. Email Jonathan at jonathan.shapiro@afr.com
Vesna Poljak is the Companies editor. She was previously the Markets editor with a special interest in the investment industry, hedge funds and accounting. She is based in the Sydney newsroom. Connect with Vesna on Twitter. Email Vesna at vpoljak@afr.com
