This time things will be different for systematic extension strategies, argues Acadian Asset Management. Also known as 130/30 strategies, systematic extension strategies involve investing in a basket ...

The wild popularity of 130/30 funds notwithstanding, recent analysis of the unique long-short strategy suggests that advisers would be wise to check under the hood for a closer look at the portfolio ...

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 & ...

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 ...

(The strategies are often called 130/30 funds in reference to the proportion of long to short positions.) They command higher fees than traditional funds and sometimes lucrative performance fees as ...