TY - JOUR T1 - 130/30 Funds JF - Special Issues SP - 176 LP - 185 VL - 2008 IS - 1 AU - Charles Krusen AU - Florian. Weber AU - Robert A. Weigand Y1 - 2008/06/20 UR - https://pm-research.com/content/2008/1/176.abstract N2 - 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. ER -