Topic

Tax-Aware Long-Short

75 posts

Cartoon showing the difficulty of managing short positions that sank many 130/30 strategies during the crisis

Tax-Aware Long-Short

Managing short positions is "not a trivial exercise"

Sep 7, 2025

Infographic explaining why short-side downside keeps tax-aware long/short from locking up like long-only

Tax-Aware Long-Short

Tax-aware long/short doesn't lockup easily. Why?

Sep 2, 2025

Eight product trends reshaping taxable wealth strategy, led by long/short and no-distribution ETFs

Tax-Aware Long-Short

The (taxable wealth) times they are a-changin'

Aug 31, 2025

Cartoon presenting a tax-aware long/short reading list tracing back to the 1973 Black-Scholes paper

Tax-Aware Long-Short

Tax-aware long/short reference papers going all the way back to Black-Scholes 1973

Aug 26, 2025

Cartoon of a control panel simulating tax-aware long/short outcomes, balancing pretax alpha against costs and risks

Tax-Aware Long-Short

I built a tax-aware long/short simulator/dashboard

Aug 24, 2025

Graphic on surgeons using tax-aware long/short losses to offset patent royalty income under IRC 1235

Tax-Aware Long-Short

Surgeons use tax-aware long/short to offset royalty income

Aug 21, 2025

Cartoon showing tax-aware long/short leaders pulling away as AUM grows faster than earlier estimates

Tax-Aware Long-Short

Ha... tax-aware long/short is growing faster than I thought

Aug 15, 2025

Poll results graphic on whether tax-aware long/short is transforming taxable wealth, from 181 respondents

Tax-Aware Long-Short

Is tax-aware long/short transforming taxable wealth? 181 people opined.

Aug 12, 2025

Cartoon on pairing tax-aware long/short with an estate planning envelope to focus on the end game

Tax-Aware Long-Short

Tax-aware long/short: "Not enough focus on the end game"... until now

Aug 5, 2025

Cartoon pairing tax-aware long/short with bold no-distribution ETFs as disruptive forces in taxable wealth

Tax-Aware Long-Short

Tax-aware long/short and some bold ETFs could change everything

Jul 22, 2025

Tax-aware long/short solving tax friction to unlock further portfolio diversification

Tax-Aware Long-Short

Could tax-aware long/short power additional diversification?

Jul 11, 2025

Investment capital returning to direct indexing with long/short acquisitions on the rise

Direct Indexing

Adventure capital returns to direct indexing

Jun 27, 2025

Cartoon testing whether tax-aware long/short losses can offset capital gains from a large concentrated exit

Tax-Aware Long-Short

Is tax-aware long/short a capital gains escape hatch following an exit?

Jun 24, 2025

Cartoon on combining a variable prepaid forward with tax-aware long/short to diversify concentrated stock

Concentrated Stock

VPF + tax-aware long/short for diversifying concentrated stock

Jun 20, 2025

Tax-aware long/short losses lowering the income that drives higher Medicare premiums

Tax-Aware Long-Short

Tax-aware long/short could cut Medicare costs

Jun 10, 2025

Cartoon of AQR rebutting five common critiques of tax-aware long/short with charts and numbers

Tax-Aware Long-Short

AQR addresses 5 critiques of tax-aware long/short

Jun 8, 2025

Graphic listing 14 adviser use cases for tax-aware long/short strategies beyond offsetting short-term gains

Tax-Aware Long-Short

14 use cases for tax-aware long/short strategies

May 28, 2025

Cartoon fielding five reader questions about tax-aware long/short strategies like the 130/30 and 250/150

Tax-Aware Long-Short

Five big questions from readers about tax-aware long/short strategies

May 4, 2025

Graphic mapping the four growth areas driving taxable wealth: direct indexing, ETF share classes, long/short, concentration

Direct Indexing

These 4 growth areas are driving taxable wealth

Apr 30, 2025

AQR on the record defending tax-aware long/short against common criticisms

Tax-Aware Long-Short

AQR on the record: Critics don't understand tax-aware long/short

Apr 27, 2025

Cartoon showing a tax-aware long/short strategy built with an ETF long side and a Section 351 conversion

Tax-Aware Long-Short

Tax-aware long/short... what if the long is an ETF?

Apr 20, 2025

Graphic benchmarking real-world financing spreads on tax-aware long/short leverage from the marketplace

Tax-Aware Long-Short

Actual tax-aware long/short financing costs from the marketplace

Apr 16, 2025

Cartoon of AQR's tax-aware long/short assets surging from $13 billion toward $22 billion

Tax-Aware Long-Short

AQR tax-aware long/short surges, plus a few memes

Apr 11, 2025

One-page market map laying out the managers and players in tax-aware long/short strategies

Tax-Aware Long-Short

Tax-aware long/short market map

Apr 4, 2025

Graphic on margin as the secret weapon that refreshes cost basis in tax-aware long/short strategies

Tax-Aware Long-Short

Tax-aware long/short has a secret weapon

Apr 2, 2025

Cartoon of Cliff Asness blasting long-only skeptics of tax-aware long/short as dinosaurs

Tax-Aware Long-Short

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

Mar 28, 2025

Cartoon questioning whether fast-growing tax-aware long/short is a durable edge or just a shiny object

Tax-Aware Long-Short

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

Mar 26, 2025

Cartoon showing a payment in lieu replacing a qualified dividend with ordinary income through securities lending

Payment in lieu is taxing you

Feb 12, 2025

Cartoon on Schwab's lack of short rebate as the bottleneck for tax-aware long/short AUM growth

Tax-Aware Long-Short

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

Feb 9, 2025

Cartoon on a locked-up direct indexing portfolio drifting into a high-cost index fund and the fixes available

Direct Indexing

Has your direct indexing portfolio become a high-cost index fund?

Jan 12, 2025

Cartoon framing tax-aware long/short strategies as engines built to generate large volumes of capital losses

Tax-Aware Long-Short

What Is Tax-Aware Long-Short For?

Jun 9, 2024

Cartoon on tax-aware long/short outproducing direct indexing on harvested losses yet remaining niche

Tax-Aware Long-Short

Tax-Aware Long-Short Delivers

Jun 2, 2024

Cartoon introducing a multi-part series on how tax-aware long-short strategies work

Tax-Aware Long-Short

Tax-Aware Long-Short is On Deck

May 19, 2024