Business Advice

InsightAdmin Bantics2016-08-01T14:51:33-04:00

4Jul, 2025

The Formula for BDC Success? ‘Stick to Your Knitting’

By Admin Bantics|2025-07-11T15:37:30-04:00July 4th, 2025|2025 BDC Forum, Articles|

With the presidential race resolved and as rates continue to fall, investors with fresh questions about how Trump 2....

13Aug, 2020

AICA’s Summer Summit

By Admin Bantics|2024-12-27T17:13:06-05:00August 13th, 2020|Past Events|

AICA’s Summer Summit August 13th, 2020

7Aug, 2020

Closed-end funds have bounced back, but have further to go, says Roseen

By Admin Bantics|2023-06-30T14:28:20-04:00August 7th, 2020|Podcast|

Tom Roseen, head of research services at Lipper Refinitiv, says that closed-end fund discounts currently stand at an average of 8.7 percent, significantly wider than the 5.65 percent of the past but significantly improved from February and March...

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Disclosure: Views and opinions expressed are for informational and educational purposes only as of the date of production/writing/speaking and may change without notice at any time based on a multitude of factors. Speaker’s/presenter’s/author’s opinions are their own and may not necessarily represent the opinions of AICA, its Board, or its staff. Materials may contain “forward-looking” information that is not purely historical in nature, such as projections, forecasts, market return estimates, proposed or expected portfolio composition, and other items. Listed closed-end funds and business development companies trade on exchanges at prices that may be above or below their NAVs. There is no guarantee that an investor will be able to sell shares at a price greater than or equal to the purchase price or that a closed-end fund’s discount will narrow. Non-listed closed-end funds and business development companies do not offer investors daily liquidity but rather offer liquidity on a monthly, quarterly or semi-annual basis, often on a small percentage of shares. Closed-end funds often use leverage, which can increase the fund’s volatility (i.e., risk). Actual distribution amounts may vary with fund performance and other conditions. Past performance is no guarantee of future results. This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or an investment strategy, and is not provided in a fiduciary capacity. Shares of closed-end funds are subject to investment risks, including the possible loss of principal invested. Closed-end funds frequently trade at a discount to their net asset value (NAV).