Financial advisors and clients seeking to boost the tax savings available through loss harvesting may consider an increasingly popular leveraging strategy known as the "long-short" method. Processing ...
Charles Schwab (SCHW) is putting new limits on clients deploying tax-efficient long-short strategies, the latest brokerage to address the booming but potentially risky trading strategy, according to a ...
Taxpayers invest to make money and hope to earn a decent return on their investments. Tax-loss harvesting can be used as part of a taxpayer’s overall investment strategy without affecting investment ...
She adds that it is important to not assume that all long/short strategy funds are the same. “Look at the fund objectives as these can vary dramatically, and ensure they are aligned with your client’s ...
Amid rising interest in capital efficiency, the new WisdomTree Efficient Long/Short U.S. Equity Fund (WTLS) introduces S&P 500 exposure as the core of a long/short strategy, aiming to deliver ...
As the S&P 500 continues its bumpy ride through the Iran war, asset managers are promoting an investing strategy that might help advisors capitalize on market swings and stock dispersion—tax-managed ...
Why now is a good time for a long/short fund Jacob Pozharny, portfolio manager & co-CIO at Bridgeway Capital Management, sits down with InvestmentNews anchor Gregg Greenberg to explain the benefits of ...
AQR Capital Management’s Delphi Long-Short Equity Strategy jumped 3.2% in April, after outperforming many other stock-focused hedge funds in the first quarter. That boosted this year’s return for the ...
ICICI Prudential Mutual Fund has expanded its alternative strategies platform with the launch of two new offerings under its Specialised Investment Funds (SIF) segment — the iSIF Equity Ex-Top 100 ...
NEW YORK, March 12, 2026 /PRNewswire/ -- QuantumStreet AI ("QuantumStreet"), an IBM partner company specializing in AI-driven investment solutions, today announced the launch of its Long-Short Global ...