AICA Member Profile: XA Investments
XA Investments (XAI) is a Chicago-based investment management and consulting firm founded in early 2016 by Kimberly Flynn and the founders of XMS Capital Partners (XMS), Ted Brombach and John Spence. XAI focuses on listed closed-end funds (CEFs) and interval funds across two distinct practice areas:
ASA Gold’s Merk on how precious metals will respond in a coming recession
Axel Merk, chief investment officer for the ASA Gold and Precious Metals fund, says that gold prices are most tightly correlated to "the confidence the market has in the central bank to manage inflation over time," so gold's rally over the last six weeks...
Invsc Bnd Fd
Monthly dividend increased by 46.1% to $0.0992 from $0.0679 per share. As of 2023-11-30, NAV Yield was 5.1%, and group average NAV yield was 7.9%. Mk Price Yield was 5.4% and group average yield was
DbLin Yld Opp Fd
Distribution amount: $0.063. Ex-div date 2023-12-13, Record date 2023-12-14, Payable date 2023-12-29.
Royce Val Tr
Year end dividend increased by 11.54% to $0.29 from $0.26 per share. As of 2023-11-30, NAV Yield was 6.9%, and group average NAV yield was 7.5%. Mk Price Yield was 7.8% and group average yield
Royce Micro-Cap Tr
Year end distribution amount: $0.22. Ex-div date 2023-12-08, Record date 2023-12-11, Payable date 2023-12-22.