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

AICA 2023 Fall Roundtable

November 15th, 2023|Comments Off on AICA 2023 Fall Roundtable

AICA 2023 Fall Roundtable November 15th, 2023 DownTown Association 60 Pine Street, NY, NY 1005

Abrdn’s Purington: Exxon, Chevron deals will trigger an infrastructure merger wave

November 10th, 2023|Comments Off on Abrdn’s Purington: Exxon, Chevron deals will trigger an infrastructure merger wave

Eric Purington, portfolio manager for the abrdn Global Infrastructure Income Fund, says that two mega-mergers outside of the infrastructure space -- deals involving upstream energy giants Exxon and Chevron -- have a lot of implications for...

Chris Oberbeck on investing in private credit

November 7th, 2023|Comments Off on Chris Oberbeck on investing in private credit

Chris Oberbeck, Chairman of the Board, CEO, and President of Saratoga Investment Corp., sat down with Jane King on November 1, 2023, for a NAVigator Interview. Oberbeck talked about Saratoga (SAR), a debt-focused business development company (BDC), and it’s strategy. He discussed the potential benefits of investing in private credit markets and the impacts of the current economic environment.

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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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