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Tax Alpha Trends
Long/Short
ETFs Seeding In-Kind
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Long/Short
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Tax-aware long/short: new entrants and innovation
As the table stakes rise, so should the quality of play?
Dec 19
•
Brent Sullivan
9
Advisers report Fidelity pauses new tax-aware long/short accounts until mid-Jan 2026
An adviser said it was "tech and process improvements"
Dec 14
•
Brent Sullivan
8
Tax-aware long/short AUM update "rampant growth"
Could tax-aware long/short supplant direct indexing as SMA darling?
Nov 14
•
Brent Sullivan
2
1
88% surveyed plan to use tax-aware long/short
More than half said they plan to use it for the long-run
Oct 29
•
Brent Sullivan
2
What is a trader fund?
Ordinary business losses
Oct 24
•
Brent Sullivan
5
3
How do you use tax-aware long/short, if at all?
Different hold patterns for different scenarios
Oct 22
•
Brent Sullivan
5
2
When is tax-aware long/short not the right choice?
Consider your options... 130/30 "loss realization potential is very limited"
Oct 10
•
Brent Sullivan
11
Everyone is catching the long/short bug
We're gonna need a bigger market map
Oct 8
•
Brent Sullivan
8
Should tax-aware long/short investors care about black swan short sale bans?
When shit hits the fan, investors are exposed to the manager's experience and processes
Sep 30
•
Brent Sullivan
2
Managing short positions is "not a trivial exercise"
Why did so many 130/30 strategies fail during the global financial crisis?
Sep 7
•
Brent Sullivan
12
Tax-aware long/short doesn't lockup easily. Why?
Unlimited downside risk on the shorts is the key to understanding
Sep 2
•
Brent Sullivan
3
Tax-aware long/short reference papers going all the way back to Black-Scholes 1973
Updated regularly
Aug 26
•
Brent Sullivan
5
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