Happy No. 3 -- or even 5 -- 130/30

Cooper, Jay
August 2007
Pensions & Investments;8/6/2007, Vol. 35 Issue 16, p8
The article presents information concerning some investment products. It is reported that the U.S. core-equity plus 120/20 strategy offered by Analytic Investors Inc. had its five-year anniversary in June 2007. The large-cap 130/30 strategy offered by the company JPMorgan Asset Management turned three in July 2007. Moreover, an Australian equity 130/30 strategy from the company State Street Global Advisors will establish its three-year track record at the end of 2007.


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