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Monthly Archives: June 2021

Rob Shaker on what’s next for closed-end discounts

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Rob Shaker on what’s next for closed-end discounts

Covered call funds help combat heightened volatility

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Covered call funds help combat heightened volatility

Healthy Capital Markets and Economic Growth to Boost IPOs and Other Private Market Opportunities

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Healthy Capital Markets and Economic Growth to Boost IPOs and Other Private Market Opportunities

Interval Fund Structure Poised for Growth as Investors Seek Access to Private Markets

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Interval Fund Structure Poised for Growth as Investors Seek Access to Private Markets

AICA Income Spotlight Summer 2021

(SCM)

- BDC Earnings

AICA Income Spotlight Summer 2021

With Higher Yields and Strong Growth Potential, Now is a Great Time to Invest in a Real Estate Interval Fund

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With Higher Yields and Strong Growth Potential, Now is a Great Time to Invest in a Real Estate Interval Fund

Managers Starting to Favor Interval Funds for Structured Credit Finance

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Managers Starting to Favor Interval Funds for Structured Credit Finance

Low Interest Rates and Wider Spreads Providing Greater Opportunities for Fixed Income Interval Funds

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Low Interest Rates and Wider Spreads Providing Greater Opportunities for Fixed Income Interval Funds

Tender funds offer alternative structure and investments, plus flexibility

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Tender funds offer alternative structure and investments, plus flexibility

Griffin’s Anderson sees broad opportunities, solid trends in real estate

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Griffin’s Anderson sees broad opportunities, solid trends in real estate

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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.

This content does not take into account the specific investment objectives, financial situation, or particular needs of any individual investor. Prospective investors should consult their financial, legal, and tax advisers before making any investment decision.