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Bulldog Investors’ Goldstein sees trouble ahead for activist investors

November 8th, 2019|Comments Off on Bulldog Investors’ Goldstein sees trouble ahead for activist investors

Phillip Goldstein, co-founder of the Bulldog Investors hedge fund and a legendary activist investor in the closed-end fund space said at the Active Investment Company Alliance Boot Camp and Conference in New York City that he fears for the future of...

Matisse Capital’s Boughton on the benefits of buying funds of closed-end funds

November 8th, 2019|Comments Off on Matisse Capital’s Boughton on the benefits of buying funds of closed-end funds

In this bonus edition of The NAVigator taped at the Active Investment Company Alliance Boot Camp and Roundtable in New York City on Nov. 6, host Chuck Jaffe talks with Eric Boughton, chief analyst at Matisse Capital about which investors might prefer a fund of closed-end funds rather than a...

19Jan, 2024

AICA Member Profile: Nuveen

By |January 19th, 2024|Articles, Member Spotlight|

Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors.

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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.

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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.

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