All in Long/Short

Cache Long/Short: A Client Case Study, Two Months In

What does tax-aware long/short actually do to a concentrated position? Our founder's own account, two months in — the real trades and the tax numbers.
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Cache Long/Short vs. Frec Long Short Direct Indexing

Compare Cache Long/Short and Frec Diversify / Frec Long Short Direct Indexing. Strategies differ on portfolio management, custody, leverage flexibility, and live track record. Here's how to compare them.
Read more here

List of Tax-Aware Long/Short Providers (2026)

Who offers tax-aware long/short strategies? Compare providers like AQR, Quantinno, Aperio, Frec, and Cache on fees, minimums, custody, and direct access.
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Two Paths to Tax-Efficient Diversification: Exchange Fund and Tax-Aware Long/Short

Learn how Exchange Funds and Tax-Aware Long/Short strategies work together to diversify concentrated stock positions tax-efficiently. Compare costs, liquidity, time horizons, and see which lots fit each tool.
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Tax‑Aware Long-Short Investing, Explained

Discover how tax‑aware long-shorts or long-short direct indexing boosts tax-loss harvesting, offsets gains, and overcomes portfolio lock-in for taxable investors.
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What is Tax-Aware Long-Short?

Tax‑Aware Long-Short Investing, Explained
Discover how tax‑aware long-shorts or long-short direct indexing boosts tax-loss harvesting, offsets gains, and overcomes portfolio lock-in for taxable investors.
Read more here

Comparison

List of Tax-Aware Long/Short Providers (2026)
Who offers tax-aware long/short strategies? Compare providers like AQR, Quantinno, Aperio, Frec, and Cache on fees, minimums, custody, and direct access.
Read more here

Comparison

Cache Long/Short vs. Frec Long Short Direct Indexing
Compare Cache Long/Short and Frec Diversify / Frec Long Short Direct Indexing. Strategies differ on portfolio management, custody, leverage flexibility, and live track record. Here's how to compare them.
Read more here