Long/Short

Tax-aware long/short has a secret weapon

As long positions appreciate, portfolio equity grows and so does margin capacity, acting like a synthetic cash injection that sustains tax-loss…

20 hrs ago •

Cliff Asness: "...lying long-only dinosaurs... desperate to stop the bleeding..."

Ignore tax-aware long/short at your peril

Mar 28 •

Is tax-aware long/short just a shiny object?

Serious doubt from several sizable investment managers

Mar 26 •

Tax-aware long/short AUM growth will accelerate if one problem is solved

Charles Schwab does not pay short rebate. But long/short strategies depend on it.

Feb 9 •

What Is Tax-Aware Long-Short For?

Capital losses. Lots of them.

Jun 9, 2024 •

Tax-Aware Long-Short Delivers

Why, then, is it still so niche?

Jun 2, 2024 •

Tax-Aware Long-Short is On Deck

May 19, 2024 •

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