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Insight

9Jan, 2026

VettaFi: The Four Bad Bears: A Century of Market Recovery

By AICA|January 9th, 2026|Member News|

VettaFi: The Four Bad Bears: A Century of Market Recovery January 8th, 2025

21Jul, 2021

2Q21 CLOSED-END FUND & BDC REVIEW AND OUTLOOK

By AICA|July 21st, 2021|Webinars|

Webinar Replay Webinar Slides PDF

16Jul, 2021

Tekla’s Omstead: Great promise from ‘a new generation’ of health care firms

By AICA|July 16th, 2021|Podcast|

Dan Omstead, chief executive officer at Tekla Capital Management -- which sponsors four health-care oriented closed-end funds -- says that the pandemic proved the promise of health care and biotech companies as it helped vaccine maker Moderna grow from a small form to one of the largest health-care companies in the world...

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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.