Active Extension (130/30 Funds)

Posted by Peter Knapp on 4/28/08 1:21 pm

In early April this year, Navellier & Associates PM Michael Garaventa and I attended a very expensive 130/30 investment conference.  Conference presenters included 130/30 managers, consultants, and buyers of the product (endowments, family offices, and Taft-Hartley funds).  We arrived at the conference as skeptics of the 130/30 strategy, but left a whole lot less doubtful.  Here is what we learned about 130/30.

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