Investment Horizon Mutual Funds Taxes 
Fortune Financial
AUGUST 7, 2023
One key aspect of hedge funds is their ability to implement alternative investment strategies that are not typically available to traditional investment vehicles, such as mutual funds. Hedge funds can invest in a wide range of assets, including stocks, bonds, currencies, commodities and derivatives.
Fortune Financial
AUGUST 7, 2023
One key aspect of hedge funds is their ability to implement alternative investment strategies that are not typically available to traditional investment vehicles, such as mutual funds. Hedge funds can invest in a wide range of assets, including stocks, bonds, currencies, commodities and derivatives.
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The Motley Fool
JANUARY 12, 2024
Non-operating results for the quarter included 122 million of net investment income, driven primarily by mark-to-market gains in our private equity co-investment portfolios. Our as-adjusted tax rate for the fourth quarter was approximately 24%, driven, in part, by discrete items. As I said, deficits matter.
The Motley Fool
APRIL 17, 2024
Bill Barker: It might hold for a couple of days a week, but it's not going to hold up to an investment horizon. How do your taxes change in retirement? Robert Brokamp: As I'm reading, of course, are learning everything right now only about stocks but mutual funds like the basics. Index funds beat mutual funds.
The Big Picture
APRIL 11, 2023
RITHOLTZ: So that’s really interesting because what I wrote down was tax efficiency is one of the drivers. DAMODARAN: If I can throw this out to my class, and the first thing they come up with is it more tax-efficient to do buybacks than dividends? DAMODARAN: Capital gains then were taxed with 28 percent. DAMODARAN: Right.
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