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Article

Will Hedge Fund Investors Start Asking for Tax Alpha?
Can Hedge Fund Managers Deliver It?

Robert Kim, Edward H. Dougherty and Miriam Klein
The Journal of Wealth Management Spring 2011, 13 (4) 44-50; DOI: https://doi.org/10.3905/jwm.2011.13.4.044
Robert Kim
is a portfolio manager at Visium Asset Management in New York City, NY.
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  • For correspondence: rkim@visiumfunds.com
Edward H. Dougherty
is a tax partner in the Financial Services Practice in New York, director of Hedge Fund Services for the Northeast Region, and national tax leader for Hedge Funds at Deloitte Tax LLP in New York City, NY.
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  • For correspondence: edwdougherty@deloitte.com
Miriam Klein
is a tax senior manager in the Financial Services Practice of Deloitte Tax LLP in New York City, NY.
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  • For correspondence: mirklein@deloitte.com
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Abstract

Tax efficiency, a common topic in the mutual fund world, has never been a big priority for hedge funds. Although U.S. taxable investors would benefit if hedge fund managers were more tax aware, the offshore and tax-exempt investors putting up the greater share of the capital haven’t required it. But looming higher tax rates, combined with a greater emphasis by hedge funds on client service and retention, are likely to change the dynamic. Tools and techniques for expressing investment ideas in a more tax-efficient manner are available. The task for managers will be to employ them as appropriate, while keeping investment strategy firmly in the driver’s seat.

  • Copyright © 2011 Visium Asset Management and Deloitte Tax LLP. All rights reserved. Not to be reproduced or redistributed without permission.
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The Journal of Wealth Management: 13 (4)
The Journal of Wealth Management
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Spring 2011
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Will Hedge Fund Investors Start Asking for Tax Alpha?
Can Hedge Fund Managers Deliver It?
Robert Kim, Edward H. Dougherty, Miriam Klein
The Journal of Wealth Management Jan 2011, 13 (4) 44-50; DOI: 10.3905/jwm.2011.13.4.044

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Will Hedge Fund Investors Start Asking for Tax Alpha?
Can Hedge Fund Managers Deliver It?
Robert Kim, Edward H. Dougherty, Miriam Klein
The Journal of Wealth Management Jan 2011, 13 (4) 44-50; DOI: 10.3905/jwm.2011.13.4.044
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