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Primary Article

130/30 Funds

The Evolution of Active Equity Investing

Charles Krusen, Florian. Weber and Robert A. Weigand
Special Issues Summer 2008, 2008 (1) 176-185
Charles Krusen
A partner with Alpha Equity Management, LLC in New York, NY. charles.krusen @alphaequityllc.com
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  • For correspondence: charles.krusen @alphaequityllc.com
Florian. Weber
A senior associate with Wilshire Associates, Inc., in Santa Monica, CA. fweber@sm.wilshire.com
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  • For correspondence: fweber@sm.wilshire.com
Robert A. Weigand
A professor of finance and Brenneman Professor of Business Strategy at Washburn University School of Business in Topeka, KS. rob.weigand@washburn.edu
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  • For correspondence: rob.weigand@washburn.edu
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Abstract

The authors analyze the confluence of factors contributing to the momentum in the 130/30 space, including the product's strong theoretical underpinnings and appropriateness for investors' objectives in the 21st century. They discuss quantitative and fundamental approaches to 130/30s and present evidence on product performance and fees, which will also influence the pace of adoption of active extension strategies. Aggregate performance data indicates that 130/30s have outperformed long-only portfolios by 300–350 basis points per year over the past 3–5 years. Based on these factors, we predict that 130/30s will continue evolving as a key component of investors' equity allocations and that investors are on their way to becoming as comfortable with 130/30 funds as they are with other approaches to active investing.

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Special Issues: 2008 (1)
A Guide to 130-30 Strategies
Vol. 2008, Issue 1
Summer 2008
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130/30 Funds
Charles Krusen, Florian. Weber, Robert A. Weigand
Special Issues Jun 2008, 2008 (1) 176-185;

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130/30 Funds
Charles Krusen, Florian. Weber, Robert A. Weigand
Special Issues Jun 2008, 2008 (1) 176-185;
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