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AICA Member Profile: Merk Investments

July 22nd, 2024|Comments Off on AICA Member Profile: Merk Investments

Merk Investments is an investment management firm founded in 1994 by Alexander “Axel” Merk, who serves as the firm’s President, Chief Investment Officer, and Portfolio Manager. Based in Menlo Park, CA, Merk Investments’ mission is to help its clients achieve superior risk-adjusted portfolio performance. The firm also advises on liquid global markets, including domestic and international equities, fixed income, commodities, and currencies.

AICA Member Profile: Brookfield Oaktree Wealth Solutions

July 22nd, 2024|Comments Off on AICA Member Profile: Brookfield Oaktree Wealth Solutions

The roots of Brookfield date back to real estate investment in 1899, while Oaktree was formed in 1995. When Brookfield acquired a majority stake in Oaktree Capital in 2019, it created one of the world’s largest alternative asset managers. Now Brookfield Oaktree Wealth Solutions (BOWS) is delivering the two firms’ capabilities to private wealth investors, in partnership with their advisors.

AICA Member Profile: Kayne Anderson

July 19th, 2024|Comments Off on AICA Member Profile: Kayne Anderson

Kayne Anderson Capital Advisors is a leading alternative investment management firm founded in 1984 by Los Angeles businessmen Richard Kayne and John Anderson. The firm pursues cash flow-oriented niche strategies in real estate, credit, infrastructure, energy, and growth capital. Kayne bolsters its differentiated investment philosophy by:

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Disclosure: This content is provided for informational and educational purposes only and is intended solely as a summary of the views expressed. The opinions expressed are those of the speakers and/or presenters as of the date of the content, are their own opinions, may not be the opinions of AICA and are subject to change without notice.

The information contained herein should not be construed as investment advice, a recommendation to buy or sell any security, or an offer to provide advisory services.

References to specific securities, sectors, investment strategies, or market conditions are for illustrative purposes only and do not constitute investment recommendations. Any discussion of investment strategies may not be suitable for all investors, and there can be no assurance that any strategy will achieve its intended objectives.

Listed closed-end funds (CEFs) and business development companies (BDCs) trade on exchanges at prices that may be above or below their NAVs. There is no guarantee that an investor can sell shares at a price greater than or equal to the purchase price, or that a CEF’s or BDC’s discount will narrow or be eliminated. Non-listed closed-end funds and business development companies do not offer investors daily liquidity, but rather on a quarterly or semi-annual basis, often on a small percentage of shares. CEFs often use leverage, which can increase a fund’s risk or volatility. The actual amount of distributions may vary with fund performance and other conditions.

Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. Forward-looking statements, expectations, and projections are inherently uncertain, and actual results may differ materially from those discussed.

This content does not take into account the specific investment objectives, financial situation, or particular needs of any individual investor. Prospective investors should consult their financial, legal, and tax advisers before making any investment decision.

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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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