Think of closed-end funds as ‘alternatives light’ to solve yield woes
() -Jonathan Browne, director of closed-end fund research at Robinson Capital, says that investors should be looking to closed-end funds to help solve the yield challenges [...]
Rob Shaker: Tax-loss selling should spur closed-end buying for the holidays
() -Rob Shaker, portfolio manager at Shaker Financial, says that the tax-loss selling season for closed-end funds should be particularly interesting in 2020, given the volatility funds [...]
Calamos’ Bush: Low interest rates have helped create closed-end opportunities
() -Robert Bush, senior vice president and director of closed-end fund products at Calamos Investments, says that the benefits of closed-end fund investing have been on [...]
Prosek’s Schaffer says communications can sway shareholder-activism cases
() -Brian Schaffer, managing director at Prosek Partners -- and the head of special situations for the public-relations firm -- discusses the changing face of shareholder [...]
AICA’s Scott: 1 interview, 2 funds to consider, 3 questions answered
() -John Cole Scott, chief investment officer at Closed-End Fund Advisors and the founder and executive chairman of the Active Investment Company Alliance does a quick [...]
BDC’s have been in buying territory through the pandemic, says Rowe
() -Bryce Rowe, senior equity research analyst for business development companies at National Securities Corp., returns to the NAVigator to revisit business-development companies now. In his last [...]
David Tepper: Closed-end funds remain an investment bargain
() -David Tepper of Tepper Capital Management in San Francisco explains why he uses closed-end funds almost exclusively in his client portfolios, noting that in today's [...]
ClearBridge’s Vanderlee: Dividend stocks are a bargain in income-starved market
() -Peter Vanderlee of ClearBridge Investments, co-manager of the LMP Capital and Income Fund, says that the stock market's recovery back to record-high levels hasn't made [...]
UMB’s Gallagher discusses the evolution of tender-offer funds
() -Terry Gallagher, executive vice president at UMB Fund Services, sees an industry-wide trend towards the development of new interval and tender-offer funds. Gallagher -- whose [...]
John Cole Scott revisits a year of The NAVigator and looks ahead
() -John Cole Scott, chief investment officer at Closed-End Fund Advisors and the founder/executive chairman of the Active Investment Company Alliance, celebrates the end of the first [...]
Endowment strategy in interval fund creates patient long-term view
() -Daniel Wildermuth, chief executive officer, Wildermuth Wealth and portfolio manager of the Wildermuth Endowment Fund, says that investing like the big college endowment funds creates a long-term [...]
Nuveen’s Lamb says that muni bonds, despite rebound, remain a good value
() -Dave Lamb, head of closed-end funds for Nuveen, says that while municipal bonds have rebounded sharply, they haven't quite kept pace with investment-grade issues or [...]
Skadden’s DeCapo says SEC rules changes won’t stop closed-end activism
() -Thomas DeCapo, a securities attorney with Skadden Arps who recently appeared at the AICA's Summer Summit, joined Chuck Jaffe to discuss control shares statues that critics [...]
Matisse’s Boughton: Closed-end funds represent a compelling value now
() -Eric Boughton, chief analyst at Matisse Capital -- a firm that manages portfolios of closed-end funds -- says that outsized discounts make most closed-end funds [...]
Symphony Nuveen’s Holzenthaler on the disconnect between equity and credit thinking
() -On today's edition of the NAVigator, Lawrence Holzenthaler, investment analyst at Symphony Nuveen, discusses high-yield investing in a low-rate environment, noting that equity markets are [...]
Veteran writer Waggoner on why the media doesn’t like closed-end funds
() -Long-time financial journalist John Waggoner explains why he has always gravitated towards closed-end funds even as investors and the news media often ignored them, and [...]
Closed-end funds have bounced back, but have further to go, says Roseen
() -Tom Roseen, head of research services at Lipper Refinitiv, says that closed-end fund discounts currently stand at an average of 8.7 percent, significantly wider than [...]
XA’s Flynn talks alternative investments in new, different packaging
() -Kimberly Flynn, managing director of alternative investments at XA Investments, talks about the new and different ways alternatives are being packaged in closed-end funds and how investors [...]
AICA Summer Summit August 13th, 2020
() -Active Investment Company Alliance Summer Summit Speakers / Panel Topics & Schedule
Alternative credit lets investors expand, diversify their fixed-income tactics
() -Gregg Bell, co-founder of A3 Financial Investments -- which runs the A3 Alternative Credit Fund -- discusses why investing in alternative credits like reverse mortgages, [...]
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