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White Paper

Building a Better Equity Market Neutral Strategy

Equity Market Neutral (EMN) is a well-established strategy designed to seek positive performance without exposing investors to the risk of the overall equity market. We explain how systematic EMN works to potentially improve diversification and returns.

White Paper

Market Neutral Investing

Hedge fund fees may be fair for a fund that is truly market-neutral. However, paying typical hedge fund fees for a strategy that is not market-neutral is dubious as passive market exposure is available far cheaper than at hedge fund prices.

White Paper

Understanding the Tax Efficiency of Market Neutral Equity Strategies

Tax-aware equity market neutral strategies can be inherently tax efficient. We explain why and illustrate our thinking through historical strategy simulations, as well as explore potential practical applications.