John Cole Scott answers questions on closed-end fund basics
() -Audience members have questions, and John Cole Scott has answers. The chief investment officer at Closed-End Fund Advisors and executive chairman of the Active Investment [...]
Aberdeen’s Pittard: US closed-end opportunities are growing and changing
() -Christian Pittard, group head of product opportunities for Aberdeen Asset Management, says that changing structures have made initial-public offerings in closed-end funds more attractive, and [...]
Three decades of data and change give a glimpse into the future
() -John Cole Scott, chief investment officer at Closed-End Fund Advisors and the founder and executive chairman of the Active Investment Company Alliance, revisits data used [...]
AICA’s founding chairman looks back on 2019 and ahead to 2020
() -John Cole Scott, chief investment officer at Closed-End Fund Advisors and the founder and executive chairman at the Active Investment Company Alliance, looks at the [...]
How and why some closed-end trades require a matchmaker
() -Russell Robinson of Capital Institutional Services -- a brokerage platform that supplies liquidity for closed-end funds -- describes how some issues are thinly traded and [...]
Interval funds offer a unique, structured way to get alternatives
() -This week on The NAVigator, Jeremy Goff, managing director at Tortoise Advisors, discusses how investors can use interval funds -- which have less liquidity than [...]
Fund manager Merk: Closed-end options can figure into precious-metals decisions
() -Axel Merk, president and chief investment officer at the Merk Funds, recently took over the ASA Gold and Precious Metals closed-end fund, and he talks [...]
2019 has been a record year for closed-end IPOs, and 2020 should be better
() -Jerry Raio, president and chief executive officer at Arbor Lane Advisors in New York -- a firm that helps money-management companies develop new investment products [...]
BDC Reporter’s Marshi: Expect a stable year ahead for business-development companies
() -Nicholas Marshi, editor of BDC Reporter, said that business-development companies held strong on their dividends in the third-quarter despite LIBOR dropping and eroding investment income during [...]
Answers on cash-flow generation, tax-loss selling and more
() -John Cole Scott, executive chairman of the Active Investment Company Alliance returns to The NAVigator to answer audience questions about some of the nuts and bolts [...]
Bulldog Investors’ Goldstein sees trouble ahead for activist investors
() -Phillip Goldstein, co-founder of the Bulldog Investors hedge fund and a legendary activist investor in the closed-end fund space said at the Active Investment Company Alliance [...]
Rob Shaker of Shaker Financial focuses on discounts to get paid in closed-end investing
() -In this bonus edition of The NAVigator taped at the Active Investment Company Alliance Boot Camp and Roundtable in New York City on Nov. 6, [...]
Matisse Capital’s Boughton on the benefits of buying funds of closed-end funds
() -In this bonus edition of The NAVigator taped at the Active Investment Company Alliance Boot Camp and Roundtable in New York City on Nov. 6, host Chuck [...]
Nuveen’s Meyers talks muni funds, interest rates and more
() -In this bonus edition of The NAVigator taped at the Active Investment Company Alliance Boot Camp and Roundtable in New York City on Nov. 6, [...]
Business-development companies offer unique opportunities for yield
() -Chris Oberbeck, chairman and chief executive officer at Saratoga Investment Corp. talks about how and why he and his partners took over a struggling business-development [...]
Lessons from the birthplace of closed-end funds
() -Piers Currie of Warhorse Partners discusses the long history of closed-end funds and unit investment trusts in England and what domestic investors can learn from the [...]
AICA NYC 2019 Article
() -The Active Investment Company Alliance conference that will be held in New York City on November 6 th is specifically designed for advisors interested in closed-end funds (CEFs), business [...]
‘Interval funds’ are growing in popularity, especially for alternative investments
() -Joshua Deringer, chairman of the investment management group at the law firm Drinker, Biddle and Reath, explains the inner workings of 'interval funds,' a type of [...]
AICA Article Bavaria
() -Active Investment Company Alliance (AICA)To Broaden Investor Access to Listed & Non-listedClosed-End Funds, Business Development CompaniesAICA Article-Bavaria
The value of indexes made up of closed-end funds
() -Patrick Shaddow, director of index operations at S-Network Global Indexes, discusses the merits to and the construction of index funds built entirely of closed-end funds, [...]
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