John Cole Scott on how headline risks are impacting closed-end funds
John Cole Scott, President of CEF Advisors, says that closed-end funds are being buffeted in two directions due to current headlines, with war in Iran impacting net asset values and anchored interest rates ...
UMB’s Gallagher discusses the evolution of tender-offer funds
Terry Gallagher, executive vice president at UMB Fund Services, sees an industry-wide trend towards the development of new interval and tender-offer funds. Gallagher -- whose firm helps investment companies launch new issues --...
John Cole Scott revisits a year of The NAVigator and looks ahead
John Cole Scott, chief investment officer at Closed-End Fund Advisors and the founder/executive chairman of the Active Investment Company Alliance, celebrates the end of the first year of The NAVigator podcast with a quick look back at a tumultuous 12 months for closed-end funds...
Endowment strategy in interval fund creates patient long-term view
Daniel Wildermuth, chief executive officer, Wildermuth Wealth and portfolio manager of the Wildermuth Endowment Fund, says that investing like the big college endowment funds creates a long-term outlook that's heavy in private equity and other alternative asset classes...
CION’s Reisner on income-focused BDCs
Michael A. Reisner, Co-Founder and Co-Chief Executive Officer of CION Investments, talks about his firm’s overall business strategy and approach to alternative investment management. He specifically spotlights CION’s listed, middle-market business development company CION Investment Corporation, which trades under the NYSE ticker symbol “CION” and has about $2 billion in total assets as of March 31, 2024. Reisner provides an overview of business development companies, or BDCs, and how they can generate income for retail investors.
abrdn’s Oh on The India Fund, Inc.
Yoojeong Oh, an Investment Director on the Asian Equities Team at abrdn and Portfolio Manager of abrdn’s India Fund, talks about the investment landscape in India following the reelection of Prime Minister Narendra Modi. Oh says that while it will likely take time for Modi to put together a new coalition government, his previous government’s financial reforms are already making India a better place to invest...
