This week at Social Leverage...

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UPCOMING EVENT

I. SD FinTech Founder/Funder Lunch

Join Matt Ober from our team for an invite-only lunch connecting San Diego’s top fintech founders and forward-thinking funders. Whether you’re building the next payments platform, wealthtech app, or infrastructure layer—or investing in the future of financial services—this is your table.

READING

I. Using factor tilted investing and maximizing tax alpha with long short direct indexing

Frec’s (Fund IV) white paper introduces a long short direct indexing strategy that combines factor-based investing, leveraged portfolio construction (140/40), and tax-efficient rebalancing. Compared to traditional long-only direct indexing, this approach enables more consistent tax loss harvesting and greater post-tax returns—especially appealing to high-tax-bracket investors—by taking advantage of both long and short positions to systematically generate capital losses.

II. Stocktwits Acquires AI Startup Thematic to Power Social Investment Research in the AI Era

Stocktwits (Fund II) has acquired Thematic, an AI-powered research platform, to transform its 17 years of investor behavior data into actionable insights. This move positions Stocktwits at the forefront of AI-driven social investing by integrating personalized research tools, smart screeners, and proprietary indicators, with new AI features launching in Q4 2025.

WATCHING

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