Buyer Beware: The Reality of Tax-Loss Harvesting Benefits
Executive Summary Tax loss harvesting is widely promoted, but we think the benefits are generally misunderstood and often overstated.[ref]a recent paper highlighted by Wes on [...]
About Maneesh Shanbhag
Maneesh is co-founder and Chief Investment Officer of Greenline Partners. Maneesh is responsible for research and the investment process at the firm and oversees the management of customized portfolios of equities, fixed income, and commodities for institutions and taxable families as well as advising them on asset allocation and manager selection. Maneesh has spent the majority of his career managing portfolios for institutional investors, and prior to Greenline was at Bridgewater Associates. Maneesh has an MBA and MS in electrical engineering specializing in semiconductor physics from the University of Illinois at Urbana-Champaign, is a CFA Charterholder. Maneesh lives in New York City with his wife and two children.The Future for Factor Investing May Be Different Than its Backtested Past
We believe there are cause and effect relationships in the world -- and in investing -- that hold true over time. Many are common sense [...]
Are Factors Better and More Diversifying Than Asset Classes?
Executive Summary Factor investing promises outperformance at low cost. But to add value in a portfolio, it must deliver positive risk-adjusted returns and with low [...]