XA Investments Launches Custom GenAI Tool for Interval Fund Market Research
XA Investments Launches Custom GenAI Tool for Interval Fund Market Research May 20th, 2026
Ep. 147— For private-equity success, commit to riding ‘the J-curve’
Bob Long, chief executive officer at Conversus -- which manages the Conversus StepStone Private Markets Fund -- returns to the NAVigator to discuss private equity and how investors looking for success must commit to overcoming the J-curve, the start-up period when private-equity investments tend to...
Ep. 146— Steven Bavaria on how the ‘Income Factory strategy’ copes with current conditions
Steven Bavaria, author of “Inside the Income Factory” on SeekingAlpha.com, says that current market conditions have shown the value of focusing on income streams rather than the value of the underlying securities, allowing investors the peace of mind that comes from generating...
Ep. 329 — Oppenheimer’s Penn: ‘Fairly valued’ BDCs
Mitchel Penn, Managing Director of Equity Research for Oppenheimer & Co., says that business-development companies are now "fairly valued" by the market, which means that their biggest potential gains for the remainder of the year will come from simply capturing dividend payouts.
John Cole Scott’s August 2025 Update
John Cole Scott, President and CIO of CEF Advisors and Chairman of the Active Investment Company Alliance, provides a mid-year 2025 update on closed-end funds (CEFs) and exchange-traded funds (ETFs). He notes that his firm’s online database, CEFData.com, recently added a new 250-ticker symbol ETF data file with over 150 metrics in response to increasing interest in, and active management of, ETFs. Scott explains how both ...