Ares Invests in Linimed to Accelerate Strategic Expansion in Intensive Community Care and Rehabilitation Therapy Services
Ares Invests in Linimed to Accelerate Strategic Expansion in Intensive Community Care and Rehabilitation Therapy Services May 6th, 2026
Ep. 95— Firms benefit from using alts, ESG both here and abroad
Kimberly Flynn, managing director for alternative investments at XA Investments, discusses how money managers benefit from opening London-based unit investment trusts -- roughly the equivalent of a US-based closed-end fund -- and how the strategies have synergies...
Ep. 94— NAVigator bonus: Matisse Cap’s Boughton talks discounts, MLPs and more
Eric Boughton, chief analyst at Matisse Capital and portfolio manager for the firm's closed-end strategy funds, says that since taking a beating during the 2020 pre-pandemic market meltdown, closed-end funds have rebounded to where discounts on average are now 3 percent...
BDC Investor Forum 2021
BDC Investor Forum 2021 June 17th, 2021
John Cole Scott on Well-Managed Portfolios
In this interview with Jane King, John Cole Scott, President and CIO of CEF Advisors, explains how a well-managed portfolio should contain a mix of high-yielding closed-end funds (CEFs) and business development companies (BDCs) to help generate income for clients. Scott says those funds have been yielding between 7% and 14%, outperforming stocks and bonds. That can be helpful for retirees looking to avoid return risk, Scott says.
Scott also speaks to the tax-planning benefits of CEFs and BDCs, many of which often enjoy “pass-through” tax treatment. And municipal bond fund CEFs are federally tax-free, he adds. Scott also explains how these funds can offer diversification benefits and operate as a potential hedge against inflation. With an eye to monitoring market conditions, Scott says his firm actively manages portfolios containing CEFs and BDCs and makes changes as appropriate.
Learn more about John Cole Scott, CEF Advisors and Hybrid Income Portfolio
Ep. 301 — How activism in Britain holds lessons for American closed-end investors
Richard Stone, Chief Executive Officer for The Association of Investment Companies — the British equivalent to the Active Investment Company Alliance — discusses the similarities and differences in the closed-end fund industry between...