Skip to content

130-30 Long-Short Strategy

Stay fully invested while creating tax advantages your clients can use today

Your clients with concentrated or low-basis positions need solutions that maintain market exposure while creating tax advantages.

Our 130-30 long-short strategy offers a sophisticated approach that combines full market participation with continuous tax-loss harvesting opportunities, powered by individual equities and our proprietary BRNY ETF implementation. This unique structure allows clients to stay invested while generating valuable tax losses in most market environments.

Visit burneyetfs.com to learn more about our BRNY ETF.

Learn More

Generate tax advantages while maintaining market exposure

Many traditional buy-and-hold strategies leave advisors without tax-loss harvesting opportunities in rising markets.

Our 130-30 long-short strategy solves this challenge by using a sophisticated approach: 130% long exposure through our BRNY ETF combined with 30% short exposure to low rated stocks in our proprietary equity ratings model. This structure maintains 100% net market exposure while creating regular tax-loss harvesting opportunities from the short positions - even in up markets.

Meanwhile, our proprietary stock selection model seeks to enhance returns by identifying both outperforming and underperforming stocks, adding potential alpha on top of the tax advantages.

iStock-1178916772

Transform client tax management with strategic implementation

Our unique approach combines tax-deferred growth through BRNY ETF with regular tax losses from short positions, helping you:

- Get concentrated positions off the sidelines
- Generate ongoing tax losses for portfolio management
- Maintain tax efficiency with potential step-up basis

A powerful solution for tax-efficient portfolio transitions while staying invested.

Start unlocking tax advantages for your clients

Learn how our 130-30 strategy can help transition low-basis positions and enhance after-tax returns:

  1. Meet: Together, let’s discuss your goals, challenges, and what makes your practice unique to find out how the 130-30 Strategy can benefit your clients.

  2. Evaluate: Review our track record and discuss how the strategy fits your clients' needs

  3. Implement: We'll guide you through account setup and strategy integration