Falling short

130/30 funds


130/30 funds are seemingly the new darlings of the asset management industry, generating a tide of enthusiasm and investment inflows over the past 18 months. Perceived as an evolution on traditional long-only investment products, the funds are mostly long, yet incorporate a 30% short portfolio that is used to finance an additional 30% leveraged long exposure. They fit into a spectrum of what are perhaps more properly termed short extension strategies, with 120/20 and 140/40 products also on the

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