Dossier
tax-loss harvesting
Coverage of tax-loss harvesting in the Nexus archive.
- US Treasury sends warning to hedge funds over ‘tax alpha’ strategies
The US Treasury has issued a warning to hedge funds regarding 'tax alpha' strategies. AMG shares have declined as officials scrutinize the rapid growth of tax-loss harvesting investment techniques.
- Short Seller Targets AQR Backer Over Tax-Loss Harvesting
A short seller is targeting an AQR Capital Management backer over tax-loss harvesting practices. AQR, based in Greenwich, Connecticut, is experiencing record asset growth and strong returns across its strategies, with five-year annualized returns between 15% and 20%.