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130/30 Investing: Relaxing the Long-Only Mandate
Published in Investments & Wealth Monitor, January/February 2008
Winner of IMCA's 2009 Stephen L. Kessler Writing Award Honorable Distinction

Investor interest in 130/30 strategies has increased substantially in the past year. On September 30, 2006, 32 institutional products were using a 130/30 strategy, but one year later that number had more than doubled, to 68 institutional products with a total of $53 billion in assets. Indeed, in the third quarter of 2007, 130/30 assets rose 77 percent. The account minimum for these products typically is $1 million or more, but six mutual funds recently have introduced 130/30 products, so these strategies now are available to more investors. Read the article.