In today’s briefing:
- A/H Premium Tracker (2wks to 5 Dec 2025): Hs Outperforming As Slightly But No Beautiful Skew
A/H Premium Tracker (2wks to 5 Dec 2025): Hs Outperforming As Slightly But No Beautiful Skew
- Hs outperformed As on average by 0.99% within the liquid AH pair universe over the past two weeks. Beautiful Skew Behaved Badly.
- Quiddity H/A Portfolio performance slightly negative over two weeks, both outright and alpha.
- The data tables below update on a daily basis in the Tools section of Smartkarma. The Southbound Flow Monitor and AH Pairs Monitor are both there – free for all SK readers.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
