In this week’s episode of the Rules of investing, we’re joined by Jun Bei Liu from Tribeca Investment Partners. Jun Bei uses a blend of a fundamental and quantitative investment process to identify long-term opportunities. But she also has a secret weapon in her back pocket. By short selling stocks with weaker investment characteristics and reinvesting the proceeds in preferred long plays, the fund has been able to beat its benchmark not only over the past year, but every year since its inception. Jun Bei will share her North Star for navigating volatile markets, her outlook on Aussie equity earnings, as well as some of her favourite stocks on both the long and short sides today.

Here's a preview of what you can expect.