AICA – Excellence Beyond Indexing

AICA LOGO

Replay CEF Advisors' 3Q 2026 aberdeen investments BANNER-Home AICA 2026 FALL ROUDNTABLE

Business Advice

Insight

DLDeals.com’s Thompson talks about the pain – and recovery – ahead for BDCs

May 22nd, 2020|Comments Off on DLDeals.com’s Thompson talks about the pain – and recovery – ahead for BDCs

Kelly Thompson, founder and editor at Direct Lending Deals, says that business development companies specializing in middle-market lending are facing the pain of some defaults and the potential for restructurings, but she believes that the problems ultimately will make...

Matt Freund, co-manager of Calamos Long-Short Equity & Dynamic Income

May 15th, 2020|Comments Off on Matt Freund, co-manager of Calamos Long-Short Equity & Dynamic Income

Matt Freund, co-manager of Calamos Long-Short Equity & Dynamic Income. says that while interest rates have been positioned lower-for-longer by the Fed, there are still ways to diversify bond holdings to generate income. In addition...

Despite liquidity concerns, non-listed interval funds can be an attractive choice

May 8th, 2020|Comments Off on Despite liquidity concerns, non-listed interval funds can be an attractive choice

John Cole Scott, chief investment officer at Closed-End Fund Advisors and the founder of the Active Investment Company Alliance, returns to the NAVigator to compare traits, characteristics and results of closed-end funds with non-listed interval funds offered by...

23Apr, 2024

John Cole Scott’s early Q2 CEF update

By |April 23rd, 2024|Video Interviews|

John Cole Scott, President and Chief Investment Officer of CEF Advisors, gives an update on the universe of closed-end funds (CEFs), business development companies (BDCs), and interval funds as the second quarter of 2024 gets under way. Scott provides perspective on CEF performance based on his advisory firm’s various equity sector indexes. He also highlights specific funds that are doing well in the current economic environment based on discount, dividend, and manager analyses.

Ready to talk?

Lorem ipsum dolor sit amet, consectetur adipisicing elit mod tempor incididunt ut labore et dolore magna aliqua.

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.

Toll Free – 888-400-9694
NYC Office – 917-268-8060

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.

Read more ...