Tax Alpha Insider

Tax Alpha Insider

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

Serious doubt from several sizable investment managers

Brent Sullivan's avatar
Brent Sullivan
Mar 26, 2025
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Tax-aware long/short strategies are white hot

Tax-aware long/short strategies, like the 130/30 and 250/150, are growing like crazy.

The two largest investment managers offering these strategies, AQR and Quantinno, each manage more than $13 billion AUM in this strategy, and continue growing rapidly.

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