Method and apparatus for tax-efficient investment using both long and short

By Ronald A. Karp and Jeffrey M. Karp
U.S. Patent 6832209 | Issued Dec. 14, 2004

Other References
* Dictionary of Business Terms, Barron’s Educational Series, Inc., 2000, Third Edition, pp. 338, 496 and 497.
* Dictionary of Fianance and Investment Terms, Barron’s Educational Series, Inc., 1998, Fifth Edition, pp. 79, 80, 81, 297 and 567.*
* Bruce I. Jacobs and Kenneth N. Levy, 20 Myths about Long-Short Financial Analysts Journal, Sep./Oct. 1996, pp. 81-85.
* T. Daniel Coggin and Frank J. Fabozzi, Applied Equity Valuation, Chapter 10, Market-Neutral Portfolio Management, 1998, pp. 165-183, publisher Frank J. Fabozzi Associates, PA, USA.
* Jess Lederman and Robert A. Klein, Market Neutral, Chapter 1, Introduction to Market-Neutral Investing, 1996, pp. 1-16, Irwin Professional Publishing, Chicago, IL, USA.
* Jess Lederman and Robert A. Klein, Market Neutral, Chapter 5, Alternative Quantitatiave Approaches to Long/Short Strategies, 1996, pp. 73-92, Irwin Professional Publishing, Chicago, IL.
* John C. Bogle et al, Market Neutral Round Table, Journal of Hedge Fund Research, Fall 1995, pp. 1-18.
* Karen Hube, Wall Street Journal, Market-Neutral Mutual Funds etc., May 13, 1998, p. C-1.
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* Alyssa A. Lappen, The positive lure of market neutral, Institutional Investor, Sep. 1998, pp. 185-186.
* Barr Rosenberg Series Trust, Prospectus, Jul. 30, 1999, pp. 1-44.
* Dreyfus, Dreyfus Premier Market Fund Prospectus, Feb. 1, 1999, pp. 1-11.
* Vanguard, Vanguard Tax Managed Funds Prospectus, Feb. 22, 1999, pp. 1-22.


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Alyssa A. Lappen is a U.S.-based investigative journalist. She is currently Managing Editor at the Leeb Group. A former Senior Fellow of the American Center for Democracy (2005-2008); she is also a former Senior Editor of Institutional Investor (1993-1999), Working Woman (1991-1993) and Corporate Finance (1991).

She served six of her 12 years at Forbes (1978-1990) as an Associate Editor. Ms. Lappen was also a staff reporter at The New Haven Register (1975-1977).

During a decade as a freelance, her work appeared in Big Peace, Pajamas Media, Front Page Magazine, American Thinker, Right Side News, Family Security Matters, the Washington Times and many other Internet and print journals. Ms. Lappen also contributed to the Terror Finance Blog, among others.

She supports the right of journalists worldwide to write without fear or restriction on politics, governments, international affairs, terrorism, terror financing and religious support for terrorism, among other subjects.

Ms. Lappen is also an accomplished poet. Her first full-length collection, The Minstrel’s Song, was published by Cross-Cultural Communications in April 2015. Her poems have been published in the 2nd 2007 edition of Blood to Remember: American Poets on the Holocaust and both 2007 issues of Wales‘ award-winning Seventh Quarry: Swansea Poetry Magazine.

Dozens of her poems have appeared in print and online literary journals and books. She won the 2000 annual Ruah: A Journal of Spiritual Poetry chapbook award and has received a Harvard Summer Poetry Prize and several honorable mentions.

Alyssa A. Lappen can be reached at alyssaalappen@alyssaalappen.org

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