AICA – Excellence Beyond Indexing

Monthly Archives: June 2022

Ep. 158— CEF Advisors’ Scott: No time like the present for tax-loss sales

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Ep. 158— CEF Advisors’ Scott: No time like the present for tax-loss sales

Ep. 157— Nuveen’s Holzenthaler: Surprise, it’s ‘a buyer’s market’ on senior loans

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Ep. 157— Nuveen’s Holzenthaler: Surprise, it’s ‘a buyer’s market’ on senior loans

Ep. 156— Pre-market SPACs offer unique opportunity, given current conditions

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Ep. 156— Pre-market SPACs offer unique opportunity, given current conditions

Ep. 155— EIP’s Brothwell: Energy market amid supply woes requires diversification

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Ep. 155— EIP’s Brothwell: Energy market amid supply woes requires diversification

Ep. 154— Five ‘plain vanilla’ closed-end funds for these markets

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Ep. 154— Five ‘plain vanilla’ closed-end funds for these markets

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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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