rranjan

SSF provides the option to build position cheaply but its available for only couple of quarters but again you can roll over to continue having same exposure level. Interesting way to build position but I havn't used it.

It seems majority of his returns have been due to being short in 2008. Timing of him going from "long" to "long/short" was good but this can't be easily replicated. I would prefer to see him performing well using only long positions.