A Newly Retired Couple With a Portfolio Full of Winners Faced a $50,000 Tax Bill: This Is the Strategy That Helped Save Them

Large unrealized capital gains can create a serious tax headache for retirees with a successful portfolio. A tax-aware ...
Financial Planning

Using tax-aware long-short vehicles to track down alpha

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 ...
Seeking Alpha

CLSE: A Long-Short Equity ETF With Convincing Performance, A Buy

CLSE has a long/short equity strategy designed to profit from both winners positioned to gain and laggards forecast to decline. Since its conversion to an ETF in 2022, it has delivered solid gains, ...
MarketWatch

Aris Investing Introduces Institutional-Grade Long-Short Strategy Built to Integrate Excess Returns and Tax Management

The MarketWatch News Department was not involved in the creation of this content. CHICAGO, Jan. 20, 2026 /PRNewswire/ -- Aris Investing, a leader in tax-aware investment management, today announced ...
Bloomberg L.P.

AQR Long-Short Strategy’s April Gains Lift 2025 Return to 12.1%

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 ...
Morningstar

Aris Investing Introduces Institutional-Grade Long-Short Strategy Built to Integrate Excess Returns and Tax Management

CHICAGO, Jan. 20, 2026 /PRNewswire/ -- Aris Investing, a leader in tax-aware investment management, today announced the launch of its Long-Short Strategy. The new offering provides advisors with a ...