AICA – Excellence Beyond Indexing

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

Abrdn’s Duitz: Recessionary pressure is good for infrastructure, dividend plays

September 2nd, 2022|Comments Off on Abrdn’s Duitz: Recessionary pressure is good for infrastructure, dividend plays

Josh Duitz, deputy head of global equities at Abrdn -- portfolio manager for Abrdn Global Infrastructure Income and two of the firm's dynamic dividend funds -- says that the macro drivers for infrastructure -- globalization, upgrades and repairs, urbanization and increased demand...

Protections in Delaware law could change activist investing

August 26th, 2022|Comments Off on Protections in Delaware law could change activist investing

Kenneth Burdon, an attorney in the investment management group at Skadden, Arps, Slate, Meagher & Flom, says the new "control share" statute enacted at the start of August by the state of Delaware should protect investors from activist investors acting like corporate raiders...

VettaFi’s Islam talks the benefits of an index of closed-end funds

August 19th, 2022|Comments Off on VettaFi’s Islam talks the benefits of an index of closed-end funds

Roxanna Islam, associate director of research at VettaFi -- which developed the the S-Network Composite Closed-End Fund Index and other benchmarks for the closed-end fund space -- discusses the construction of indexes of closed-end funds and the benefits to using them over individual issues...

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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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