ArrowMark Financial Corp. Q4 2025 Investor Presentation (PDF)
ArrowMark Financial Corp. Q4 2025 Investor Presentation (PDF) March 19th, 2026
John Cole Scott on private equity’s increasing role in closed-end investing
John Cole Scott, president of Closed-End Fund Advisors, discusses how and why investors might pursue private equity and debt using closed-end funds, noting that expansion of the industry and changes in structure adding share classes have made private, alternative investments much more accessible for investors.
Angel Oak’s Pate sees ‘a once-in-a-decade opportunity for the banking space’
Cheryl Pate, senior portfolio manager at Angel Oak Capital -- co-manager of the Angel Oak Financial Strategies Income Term Trust -- says that current problems in the banking sector are setting up a recovery, noting that 'opportunities like this are fairly rare...
RiverNorth’s O’Neill: Muni funds are ‘in the 99th percentile of cheapness’
Steve O’Neill, portfolio manager at RiverNorth, says the average municipal-bond closed-end fund has a discount of 10.5 percent, which over the last 25 years would be in 'the 99th percentile of cheapness'.
VettaFi’s Roxanna Islam on ETFs
Roxanna Islam, Head of Sector and Industry Research at VettaFi, discusses exchange-traded funds (ETFs), the different types of ETFs and their evolution. ETFs have traditionally been passive and low-cost— factors that have always made them desirable, Islam said. But actively managed ETFs are skyrocketing in popularity, with some 90% of the more than 500 new ETFs ...
Veteran manager says volatile market has stress-tested ‘discount-capture investing’
Rob Shaker, Portfolio Manager of Shaker Financial Services, discusses "discount-capture investing," and how the market's wild moves around tariff announcements this year made the strategy particularly sensitive to the emotional changes of investors. Shaker says the overall trend for...
