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Aris Investing Introduces Institutional-Grade Long-Short Strategy Built to Integrate Excess Returns and Tax Management

Aris Investing launched its Long-Short Strategy in Chicago and made it available to eligible investors via advisory relationships, emphasizing risk management and tax awareness.
To address tax-decay, the offering provides advisors a single-line tool to solve long-only portfolios’ loss-harvesting decline as gains accumulate, which can leave investors tax-locked.
The strategy deploys a transparent, open-architecture long-short overlay designed to work alongside passive equity and active manager allocations, targeting excess pre-tax returns and expanding loss harvesting, Aris Investing says.
Financial advisors gain a modular tax-aware tool delivered via total-portfolio architecture to integrate with client holdings, aiding private wealth clients with concentrated equity exposure and limited harvesting opportunities, Aris Investing says.
Compared with traditional long-short products, Monisha Jayakumar, Chief Investment Officer of Aris Investing, said `Long-short investing is most effective when it serves as a deliberate, integrated core allocation,' reflecting the firm's tax-aware integration goal and response to opaque, siloed products.

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Aris Investing Introduces Institutional-Grade Long-Short Strategy Built to Integrate Excess Returns and Tax Management

CHICAGO, Jan. 20, 2026 /PRNewswire/ -- Aris Investing, a leader in tax-aware investment management, today announced the launch of its Long-Short Strategy. The new offering provides advisors with a sophisticated, single-line tool designed to solve the growing "tax-decay" challenges of…

20 hours ago·Flint, United States

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