The Long and Short of Extension Strategies

The use of extension strategies, aka 130/30 and limited shorting strategies, can be one of the most effective means to improve portfolio efficiency and performance. These strategies combine long and short positions to enhance opportunities to add value while maintaining a net exposure of 100% of asset value.  This edition of Strategic’s Fiduciary Insights series considers the structural impediments to adding value faced by long-only strategies and examines how extension strategies can surmount these obstacles. Click Here to Download the Fiduciary Insights Publication