AICA – Excellence Beyond Indexing

Business Advice

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

Four classic closed-end funds that remain relevant and vibrant today

September 1st, 2023|Comments Off on Four classic closed-end funds that remain relevant and vibrant today

Veteran money manager David Tepper, president of Tepper Capital Management, looks at four of the oldest closed-end funds -- Adams Diversified Equity, Central Securities, General American Investors and Tri-Continental -- that he has owned for decades, but which remain relevant and effective today, and which are trading at attractive discounts now.

40 closed-end funds, a million ways to build a portfolio

August 25th, 2023|Comments Off on 40 closed-end funds, a million ways to build a portfolio

John Cole Scott, president, Closed-End Fund Advisors -- chairman of the Active Investment Company Alliance -- discusses portfolio construction and the many factors that go into a diversified safe and solid separately managed account with closed-end funds and business-development companies as the primary focus.

Cheryl Pate gives a 2023 banking update

August 22nd, 2023|Comments Off on Cheryl Pate gives a 2023 banking update

Cheryl Pate, Senior Portfolio Manager, Angel Oak Capital Advisors, sat down with Jane King on August 15th, 2023, for a NAVigator interview to talk about the state of the U.S. banking sector in the wake of various bank failures in early 2023.

20Aug, 2025

Covered Call CEF MCN Ends Q2 Ahead of Market Indexes

By |August 20th, 2025|Articles, Member Insights|

Saratoga Investment Corp. (NYSE: SAR), a publicly listed business development company (BDC) that provides debt financing and equity capital to middle market companies, continues to exhibit a high-performing lower middle market core portfolio and provides a good market opportunity for investors, despite two recent discrete non-accruals that dented its stock price, Saratoga’s CFO says.

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