Tax alpha and the (healthy) economic substance trend
Tax-awareness attracts assets... but has the industry gone too far?
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The Tax-Aware Long/Short Practitioner Group will meet on Day Two (May 29, 2026).
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I love the mechanics of tax alpha, but it should not drive investment decisions.
This is happening more and more as asset managers create increasingly tantalizing tax-aware products and wealth managers win new clients based on tax prowess.
