Assets in 130/30-type strategies climbed 77% during the six-month period ended Sept. 30, topping $53 billion, from $30 billion, according to a survey conducted by sister publication Pensions & ...
The strong relative performance of the Cartesian UK Equity 130/30 Fund since launch has demonstrated the benefit of active extension strategies, says Jeremy Hall, manager of the Cartesian UK Equity ...
Tax-managed equity has evolved beyond the traditional long-only playbook. By adding selective shorts and leverage, 130/30 active extension strategies aim to unlock higher alpha while maintaining ...
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