Cache Long/Short is built for investors who have significant unrealized or ongoing capital gains, a high marginal tax rate that makes tax efficiency materially valuable, a multi-year investment horizon, and comfort with margin, leverage, and portfolio complexity.
It may not be appropriate if you don't have meaningful taxable gains to offset, are uncomfortable with margin borrowing, want a one-time tax solution rather than an ongoing strategy, or prefer simple, long-only portfolios.
This strategy involves leverage, financing costs, and operational complexity. For the right scenario, those tradeoffs make sense. For others, simpler tools (like direct indexing or a straightforward sale) may be a better fit.