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

Nuveen’s Miller: Legislation, economic reopening give munis a boost

March 19th, 2021|Comments Off on Nuveen’s Miller: Legislation, economic reopening give munis a boost

John Miller, head of municipals at Nuveen, says that the combination of the American Recovery Act and the progress towards recovery and the growing vaccination numbers, have made it so that state and local governments that had been crying poverty are now seeing a boom...

NAVigator bonus: Finding a balance of high yield and risk in BDCs and closed-end funds

March 18th, 2021|Comments Off on NAVigator bonus: Finding a balance of high yield and risk in BDCs and closed-end funds

Will Rhind of GraniteShares talks about balancing high yields against risk in the GraniteShares High-Income Pass Through Securities ETF, a fund that invests entirely in business development companies and closed-end funds. Rhind discusses why the fund currently favors closed-end funds slightly...

Water is an overlooked part of infrastructure investing

March 12th, 2021|Comments Off on Water is an overlooked part of infrastructure investing

Nick Holmes, portfolio manager for the Tortoise Essential Assets Income fund, discusses how investing in water infrastructure is mostly lumped in with other infrastructure plays, which he considers a mistake, noting that water is viewed differently as an asset class around the world...

22Jul, 2024

AICA Member Profile: Brookfield Oaktree Wealth Solutions

By |July 22nd, 2024|Articles, Member Spotlight|

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.

19Jul, 2024

AICA Member Profile: Kayne Anderson

By |July 19th, 2024|Articles, Member Spotlight|

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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