Jerry Lefknowitz, Invesco Quantitative Strategies

The operational aspects of shorting are more complex than those associated with long-only portfolios.

The reasons for this include:

- managing locates for borrowing a stock;

- reviewing the proper posting of rebate interest on short proceeds;

- and the ongoing monitoring of short interest levels and rebate rates.

However, the most important skill when short selling is determining which stocks will underperform in the first place.

Quantitative managers are well suited to this task as they typically pro

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