AICA – Excellence Beyond Indexing

Monthly Archives: October 2020

Ep. 62— AICA’s Scott: 1 interview, 2 funds to consider, 3 questions answered

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Ep. 62— AICA’s Scott: 1 interview, 2 funds to consider, 3 questions answered

Ep. 61— BDC’s have been in buying territory through the pandemic, says Rowe

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Ep. 61— BDC’s have been in buying territory through the pandemic, says Rowe

Ep. 60— David Tepper: Closed-end funds remain an investment bargain

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Ep. 60— David Tepper: Closed-end funds remain an investment bargain

Ep. 59— ClearBridge’s Vanderlee: Dividend stocks are a bargain in income-starved market

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Ep. 59— ClearBridge’s Vanderlee: Dividend stocks are a bargain in income-starved market

Ep. 58— UMB’s Gallagher discusses the evolution of tender-offer funds

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Ep. 58— UMB’s Gallagher discusses the evolution of tender-offer funds

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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.

Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. Forward-looking statements, expectations, and projections are inherently uncertain, and actual results may differ materially from those discussed.

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