AICA – Excellence Beyond Indexing

Monthly Archives: December 2022

Ep. 185— AICA’s John Cole Scott: Expect the weak to get stronger in 2023

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Ep. 185— AICA’s John Cole Scott: Expect the weak to get stronger in 2023

Ep. 184— 2022 Year in Review: Promising opportunities arise from tough times

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Ep. 184— 2022 Year in Review: Promising opportunities arise from tough times

Ep. 183— VettaFi’s Morris: For investors playing defense, midstream companies make sense

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Ep. 183— VettaFi’s Morris: For investors playing defense, midstream companies make sense

Ep. 182— RiverNorth’s O’Neill: ‘Tis the season to go discount and bargain hunting

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Ep. 182— RiverNorth’s O’Neill: ‘Tis the season to go discount and bargain hunting

Ep. 181— Saratoga’s Oberbeck: The Fed’s moves have put BDCs in a good spot

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Ep. 181— Saratoga’s Oberbeck: The Fed’s moves have put BDCs in a good spot

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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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