Brent Sullivan

speaker

332 appearances 1 recordings 1 series first heard Jul 2026 last heard 19 Jul

Brent Sullivan’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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So this is an active strategy.

We always want to make money on a pre-tax basis.

Always.

Every single position wants to outperform.

Okay, okay.

But we know we're realistic.

We understand that this individual portfolio or this individual security-based portfolio is going to oscillate around cost basis and cost to cover.

We know it's going to happen.

And so can we take advantage of that?

For sure.

We can get pretty much the same exposure, not identical, pretty much, and harvest those losses at the same time.

What does that do?

It gives us this really interesting tax benefit.

But again, the whole modus behind this thing is pre-tax alpha.

The thing that's really interesting about it is really that you can really amplify the exposure to a manager if you like them.

So if there's a big manager out there and you're just like, wow, they're so good at alpha.

I just like love what they do.

Yeah.

Exactly.

If you really like them, this gives you a way to really turn up exposure to them.

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