Saratoga Investment Corp. Declares Dividend of $0.75 Per Share for the First Quarter of Fiscal 2027; Paid in Monthly Dividends of $0.25 Per Share
Saratoga Investment Corp. Declares Dividend of $0.75 Per Share for the First Quarter of Fiscal 2027; Paid in Monthly Dividends of $0.25 Per Share March 17th, 2026
Abrdn’s Taggart says discounts are ‘overplayed’
Mike Taggart, closed-end fund specialist at abrdn, says that the overwhelming majority of closed-end funds were created to generate income -- and built with that in mind -- but that the sector gets a lot of its attention as the result of discounts...
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...
Are falling rates, changing conditions setting up BDCs for a fall?
John Cole Scott, President of CEF Advisors, talks about how current conditions have made for nervous times in the business-development company space, and he looks at history to determine whether the risks are systemic rather than situational.
Investors Reward Muni CEFs, Preferred Equity Following Rate Cut
After the Fed's benchmark rate cut on September 17, 2025, investors moved quickly into municipal bond closed-end funds (CEFs), international bonds, and preferred equity: sectors that stood gain swift relief from the quarter-point rate reduction.
