Omnia Family Wealth’s Alon Ozer on Evaluating Tax-Aware Long-Short Strategies

Tax-aware long-short strategies have drawn attention from investors looking to manage capital gains while remaining invested in the equity market.

In a recent byline for Crain Currency, Partner and Chief Investment Officer Alon Ozer considers how family offices should evaluate these strategies beyond their potential to generate tax losses. Compared with traditional long-only tax-aware approaches, leveraged short-term strategies introduce active manager risk, financing costs, higher fees, and greater deviation from benchmark returns.

Alon examines the broader decision, including how the allocation is funded, what liquidity a family may need over time, and where the strategy fits in the overall balance sheet. Tax deferral can create long-term value, but it does not replace a sound investment process or ongoing oversight.

Read Alon’s full article here.

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