tax efficiency

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 17, 2017 by Jenny Heller · across every show →

Everything said about tax efficiency, oldest first

May 17, 2017 negative

Insight

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

Everything said about tax efficiency, oldest first

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