Business Advice

Insight2016-08-01T14:51:33-04:00
22Aug, 2024

Highland Opp & Incm Fd

By |August 22nd, 2024|Press Releases|

The Fund announced that the Fund is scheduled to host a conference call on Wednesday, September 11, 2024, at 4:00 p.m. ET, to discuss portfolio updates and recent performance.

AICA Member Profile: Merk Investments

July 22nd, 2024|Comments Off on AICA Member Profile: Merk Investments

Merk Investments is an investment management firm founded in 1994 by Alexander “Axel” Merk, who serves as the firm’s President, Chief Investment Officer, and Portfolio Manager. Based in Menlo Park, CA, Merk Investments’ mission is to help its clients achieve superior risk-adjusted portfolio performance. The firm also advises on liquid global markets, including domestic and international equities, fixed income, commodities, and currencies.

AICA Member Profile: Brookfield Oaktree Wealth Solutions

July 22nd, 2024|Comments Off on AICA Member Profile: Brookfield Oaktree Wealth Solutions

The roots of Brookfield date back to real estate investment in 1899, while Oaktree was formed in 1995. When Brookfield acquired a majority stake in Oaktree Capital in 2019, it created one of the world’s largest alternative asset managers. Now Brookfield Oaktree Wealth Solutions (BOWS) is delivering the two firms’ capabilities to private wealth investors, in partnership with their advisors.

AICA Member Profile: Kayne Anderson

July 19th, 2024|Comments Off on AICA Member Profile: Kayne Anderson

Kayne Anderson Capital Advisors is a leading alternative investment management firm founded in 1984 by Los Angeles businessmen Richard Kayne and John Anderson. The firm pursues cash flow-oriented niche strategies in real estate, credit, infrastructure, energy, and growth capital. Kayne bolsters its differentiated investment philosophy by:

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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).
7204 Glen Forest Dr., Ste. 105
Richmond, VA 23226
Toll Free – 888-400-9694
NYC Office – 917-268-6400

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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