AICA – Excellence Beyond Indexing

Monthly Archives: May 2020

Ep. 40— ‘The most buyer-friendly market we have seen since the Great Recession’

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Ep. 40— ‘The most buyer-friendly market we have seen since the Great Recession’

Ep. 39— DLDeals.com’s Thompson talks about the pain – and recovery – ahead for BDCs

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Ep. 39— DLDeals.com’s Thompson talks about the pain – and recovery – ahead for BDCs

Ep. 38— Matt Freund, co-manager of Calamos Long-Short Equity & Dynamic Income

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Ep. 38— Matt Freund, co-manager of Calamos Long-Short Equity & Dynamic Income

Ep. 37— Despite liquidity concerns, non-listed interval funds can be an attractive choice

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Ep. 37— Despite liquidity concerns, non-listed interval funds can be an attractive choice

Ep. 36— Nuveen’s Meyers explains leverage in closed-end funds in the virus economy

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Ep. 36— Nuveen’s Meyers explains leverage in closed-end funds in the virus economy

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References to specific securities, sectors, investment strategies, or market conditions are for illustrative purposes only and do not constitute investment recommendations. Any discussion of investment strategies may not be suitable for all investors, and there can be no assurance that any strategy will achieve its intended objectives.

Listed closed-end funds (CEFs) and business development companies (BDCs) trade on exchanges at prices that may be above or below their NAVs. There is no guarantee that an investor can sell shares at a price greater than or equal to the purchase price, or that a CEF’s or BDC’s discount will narrow or be eliminated. Non-listed closed-end funds and business development companies do not offer investors daily liquidity, but rather on a quarterly or semi-annual basis, often on a small percentage of shares. CEFs often use leverage, which can increase a fund’s risk or volatility. The actual amount of distributions may vary with fund performance and other conditions.

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