AICA – Excellence Beyond Indexing

Monthly Archives: October 2022

Ep. 176— Parametric’s Milner: Closed-end funds are reaching a point of ‘great opportunity’

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Ep. 176— Parametric’s Milner: Closed-end funds are reaching a point of ‘great opportunity’

Ep. 175— Octagon’s Lam: Rising rates are creating an opportunity in the loan market

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Ep. 175— Octagon’s Lam: Rising rates are creating an opportunity in the loan market

Third Quarter 2022 Closed-End Fund and BDC Universe Update, IPO Review & Outlook

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Third Quarter 2022 Closed-End Fund and BDC Universe Update, IPO Review & Outlook

Ep. 174— BlueBay’s Farley: Event-driven investing ‘should get a lot easier’

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Ep. 174— BlueBay’s Farley: Event-driven investing ‘should get a lot easier’

Ep. 173— Calamos’ Bush: Convertibles haven’t delivered on their promise, yet

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Ep. 173— Calamos’ Bush: Convertibles haven’t delivered on their promise, yet

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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.