Carlyle: They saw a dip and they bought it
Carlyle: They saw a dip and they bought it May 5th, 2026
Ep. 101— Bulldog’s Goldstein on the hard path facing activist shareholders
Long-time activist investor Phillip Goldstein, co-founder and portfolio manager at Bulldog Investors, says that narrowing discounts and regulatory and legal changes have made it tougher for shareholders to find appropriate targets where they can mount a viable campaign against management...
Ep. 100— John Cole Scott on discounts vs. dollars, the recovery and what’s next
It's the 100th NAVigator podcast, and John Cole Scott, chief investment officer at Closed-End Fund Advisors and the executive chairman of the Active Investment Company Alliance returns to discuss narrowing discounts and why investors shouldn't wait for them to widen before investing...
Ep. 99— Rob Shaker on what’s next for closed-end discounts
Portfolio manager Rob Shaker of Shaker Financial Services returns to The Navigator, having been a happy camper when discounts grew massive at the start of the pandemic, and having been more circumspect as they narrowed late in 2020...
Asset-Backed Securities: Clearing up Misconceptions in the Market
Increased access and familiarity with structured credit markets has spurred an overnight sector boom that some observers worry could cause another financial crisis.
Ep. 306 — abrdn Purington: Middle-market infrastructure will be a sweet spot for years
Eric Purington, Portfolio Manager for the aberdeen Global Income Infrastructure fund says that large-scale infrastructure investors have raised billions to pump into the big names in the sector, the smaller private-equity firms and the middle-market opportunities have...