AICA – Excellence Beyond Indexing

Monthly Archives: June 2024

Ep. 265 — John Cole Scott on BDCs vs. private credit funds, AI impacting money management, and more

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Ep. 265 — John Cole Scott on BDCs vs. private credit funds, AI impacting money management, and more

Ep. 264 — VettaFi’s Islam on the highs and lows of applying rules to CEF investing

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Ep. 264 — VettaFi’s Islam on the highs and lows of applying rules to CEF investing

Ep. 263 — When the industry tries to narrow discounts, ‘that’s good for all of us’

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Ep. 263 — When the industry tries to narrow discounts, ‘that’s good for all of us’

Todd Dilatush on structured products

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Todd Dilatush on structured products

Ep. 262 — Nuveen’s Dave Lamb on how fund firms are reacting to increased activism

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Ep. 262 — Nuveen’s Dave Lamb on how fund firms are reacting to increased activism

Interval Funds: The ‘Alts’ Breakout Expanding Investor Access and Income

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Interval Funds: The ‘Alts’ Breakout Expanding Investor Access and Income

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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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