AICA – Excellence Beyond Indexing

Monthly Archives: June 2026

Merk Investments: June Gold Chart Book (PDF)

  (SCM)

2026-06-12T10:34:25-04:00  - BDC Earnings
Merk Investments: June Gold Chart Book (PDF)2026-06-12T10:34:25-04:00

Carlyle: A Monetary Lapse of Reason

  (SCM)

2026-06-12T10:27:34-04:00  - BDC Earnings
Carlyle: A Monetary Lapse of Reason2026-06-12T10:27:34-04:00

Nuveen: Private credit’s liquidity reality

  (SCM)

2026-06-12T10:27:08-04:00  - BDC Earnings
Nuveen: Private credit’s liquidity reality2026-06-12T10:27:08-04:00

VettaFi: The Total Return Roller Coaster: May 2026

  (SCM)

2026-06-12T10:25:58-04:00  - BDC Earnings
VettaFi: The Total Return Roller Coaster: May 20262026-06-12T10:25:58-04:00

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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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Disclaimer Statement

Active Investment Company Alliance The Active Investment Company Alliance (“AICA”) is a trade association committed to educating and engaging investment professionals and investors about closed-end management companies: listed and non-listed closed-end funds, business development companies, interval funds and tender offer funds. The alliance supports transparency and, therefore, does not allow any agent, employee or representative to personally solicit any investment or accept any monies to be invested in a particular fund or security.

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