Tax Efficiency

topic on 1 show · 1 statements across 1 episodes

1 statements about Tax Efficiency, every show

Tax friction adds a 150-200 bps hurdle to active managers

“Tax efficiency creates, you know, an additional 150 to 200 basis At this point, annual hurdle for every active manager in the portfolio. That's what you can lose through turnover, and it can get worse than that.”

Jenny Heller May 17, 2017 ▶ 36:28 Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)

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Tax Efficiency

1 statements about Tax Efficiency, every show

Turn any episode into a week of clips.