Mar 30, 2020

Key Take-Aways from CEF Advisors’ Research Call

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The average closed-end fund through Friday March 20th is down around 40%. Discounts widened; NAVs and market prices both fell. NAV movements reflect both bear market pricing and a lack of trading in the market, a shortage of bids. Most funds are levered (including 90% of bond funds), and leverage magnifies results on the way up and down.

Oct 24, 2019

AICA NYC 2019 Article

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The Active Investment Company Alliance conference that will be held in New York City on November 6th  is specifically designed for advisors interested in closed-end funds (CEFs), business development companies (BDCs) and interval funds, the conference boasts a diverse and top-notch speaker line-up: Conference Page: www.AICalliance.org/NYC2019Event    

Oct 15, 2019

AICA Article Bavaria

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Sophisticated retail investors have known for a long time how closed-end funds and business development companies can provide them with diversified, dependable access to less liquid but higher yielding asset classes than are typically available through mainstream investment products.

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