Tax-Aware Long-Short Strategies Explained: Why Assets Hit $170B

Описание: Tax-aware long-short equity strategies have grown from $2 billion to more than $170 billion in four years (Tax Alpha Insider). Why are so many private investors moving into them?

In this video, Ken Frier, Chief Investment Officer of Atlas Capital Advisors, explains how tax-aware long-short strategies work and how they compare with traditional long-only tax-loss harvesting.

You'll learn:
✔️ What a tax-aware strategy is, and how it defers taxes rather than eliminating them
✔️ Why long-only tax-aware accounts often "freeze" after about five years
✔️ How a 100/30 long-short structure expands tax-loss harvesting possibilities from $7M to $13M of positions in a $10M account
✔️ How Atlas ranks the 1,000 largest US stocks on value and momentum
✔️ Actual results of Atlas's longest-running 100/30 (net 70%) account vs. a long only 70% equity benchmark
✔️ The added costs and risks: margin, borrow fees, dividends on shorts, turnover, unlimited short losses and tightening custodian access

📩 To learn how tax-aware long-short could help you keep more of your money after taxes, contact us at [email protected]

⚠️ Please review the performance information and disclosures at the end of the video. Past performance does not guarantee future results. This video is for informational purposes only and is not tax, legal or investment advice.

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