AICA – Excellence Beyond Indexing

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Insight2016-08-01T14:51:33-04:00

NAVigator bonus: CEF Advisors’ Scott on picking and managing funds

September 9th, 2025|Comments Off on NAVigator bonus: CEF Advisors’ Scott on picking and managing funds

In this interview from the "Money Life with Chuck Jaffe" podcast, John Cole Scott, President of CEF Advisors, discusses his "trifecta analysis" of closed-end funds and how he will frequently add or drop funds to take advantage of market conditions and make...

Tortoise’s Thummel says it’s ‘the best time i’ve ever seen’ for energy investing

September 5th, 2025|Comments Off on Tortoise’s Thummel says it’s ‘the best time i’ve ever seen’ for energy investing

Rob Thummel, Senior Portfolio Manager at Tortoise Capital, says that this is "the best time I have ever seen" in a three-decade career to be investing in energy. Thummel, who manages Tortoise Energy Infrastructure, notes that the U.S. has grown into the largest...

XA’s Flynn on how crypto, private equity will impact retirement-savings plans

August 29th, 2025|Comments Off on XA’s Flynn on how crypto, private equity will impact retirement-savings plans

Kimberly Flynn, President at XA Investments, discusses the recent executive order signed by President Trump that allows a dramatic expansion of alternative assets to be part of 401(k) and other retirement plans. While the headlines have made it seem like...

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Disclosure: Views and opinions expressed are for informational and educational purposes only as of the date of production/writing/speaking and may change without notice at any time based on a multitude of factors. Speaker’s/presenter’s/author’s opinions are their own and may not necessarily represent the opinions of AICA, its Board, or its staff. Materials may contain “forward-looking” information that is not purely historical in nature, such as projections, forecasts, market return estimates, proposed or expected portfolio composition, and other items. Listed closed-end funds and business development companies trade on exchanges at prices that may be above or below their NAVs. There is no guarantee that an investor will be able to sell shares at a price greater than or equal to the purchase price or that a closed-end fund’s discount will narrow. Non-listed closed-end funds and business development companies do not offer investors daily liquidity but rather offer liquidity on a monthly, quarterly or semi-annual basis, often on a small percentage of shares. Closed-end funds often use leverage, which can increase the fund’s volatility (i.e., risk). Actual distribution amounts may vary with fund performance and other conditions. Past performance is no guarantee of future results. This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or an investment strategy, and is not provided in a fiduciary capacity. Shares of closed-end funds are subject to investment risks, including the possible loss of principal invested. Closed-end funds frequently trade at a discount to their net asset value (NAV).
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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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