What is a long-short strategy?

A long-short strategy combines long investments with short positions to seek benchmark-like returns, potential alpha, and ongoing tax-loss harvesting opportunities.

How does a long-short strategy generate tax benefits?

By holding both long and short positions and using leverage, the strategy can generate tax losses in both rising and falling markets.

Who may benefit most from a long-short strategy?

Investors with concentrated stock positions, large upcoming taxable events, or portfolios that need tax-efficient repositioning may benefit.

What are the primary risks of a long-short strategy?

Risks include potential underperformance versus the benchmark, inaccurate tax-loss estimates, and significant capital gains upon an abrupt exit.

Can I exit a long-short strategy at any time?

The portfolio is liquid, but exiting too quickly can trigger substantial taxes, so unwinding the strategy gradually and strategically is critical.

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