The benefits of 130/30 vision

Sometimes viewed as hedge fund-lites, so-called 130/30 funds are expected to take off dramatically in Europe. But the precise role of such funds within a portfolio and the question of which institutions can best manage them is hotly debated. By Anuszka Mogford


Equity funds that can employ a fairly constrained amount of shorting in order to finance a leveraging-up of their long exposure are being launched at a cracking pace in Europe. New York-based BlackRock, London-based Investec Asset Management, UBS Global Asset Management and JP Morgan Asset Management are just a handful of the buy-side firms to have launched such funds in recent months.

Variously dubbed hedge fund-lites, short-extension funds or relaxed-constraint funds, 130/30 funds short 30% of

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