AICA – Excellence Beyond Indexing

Monthly Archives: September 2020

Ep. 57— John Cole Scott revisits a year of The NAVigator and looks ahead

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Ep. 57— John Cole Scott revisits a year of The NAVigator and looks ahead

Ep. 56— Endowment strategy in interval fund creates patient long-term view

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Ep. 56— Endowment strategy in interval fund creates patient long-term view

Ep. 55— Nuveen’s Lamb says that muni bonds, despite rebound, remain a good value

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Ep. 55— Nuveen’s Lamb says that muni bonds, despite rebound, remain a good value

Ep. 54— Skadden’s DeCapo says SEC rules changes won’t stop closed-end activism

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Ep. 54— Skadden’s DeCapo says SEC rules changes won’t stop closed-end activism

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The information contained herein should not be construed as investment advice, a recommendation to buy or sell any security, or an offer to provide advisory services.

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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