Trinity Capital Provides $50 Million in Growth Capital to Sage Health to Expand Senior-Focused Primary Care Wellness Centers
Trinity Capital Provides $50 Million in Growth Capital to Sage Health to Expand Senior-Focused Primary Care Wellness Centers March 27th, 2026
Ep. 24— Convertible securities play multiple roles in portfolios and closed-end funds
Tony Huang, associate portfolio manager for the Advent Convertible and Income Fund, discusses the compelling reasons to add convertible securities -- a hybrid security that can act like either a stock or bond -- to a stock portfolio, noting that the flexibility of the security helps to mitigate risk...
Ep. 23— Return of capital isn’t always the bad sign investors believe it to be
John Yesford, analyst at High Dividend Opportunities, comes to the NAVigator to help explain 'return of capital,' which many investors worry about as a warning sign that a closed-end fund is struggling or headed for trouble. Yesford explains that, with the right conditions...
Ep. 22— Let’s hunt unicorns with management of the Sharespost 100 Fund
The NAVigator looks at a unique offering today as Christian Munafo of SP Investment Management discusses his firm's Sharespost 100 Fund, an actively managed, continuously offered, closed-end interval fund that buys late-stage venture-backed private companies...
Ep. 260 — BlackRock’s Minar on how the firm is changing discount plays
Stephen Minar, Managing Director and Head of Closed-End Funds at BlackRock, discusses a contemporary conundrum in the closed-end fund industry: How discounts drive money flows into closed-end funds but also attract activist...
Ep. 259 — Sizemore: “The Fed’s actions have changed, but the discounts remain”
Charles Lewis Sizemore, chief investment officer at Sizemore Capital Management, says that while short-term rates are as high as they are likely to be, the "massive discount" created in closed-end funds while rates were on the rise have not...