AICA – Excellence Beyond Indexing

Podcast

Podcast2023-01-30T12:07:48-05:00

Meet Chuck Jaffe, Host of the NAVigator Podcast

Chuck Jaffe, host of Money Life, is a veteran financial journalist and formerly nationally syndicated financial columnist whose work appeared in newspapers from coast to coast.
Chuck started Money Life in 2012, the nation’s most-authoritative business and financial radio show/podcast, talking with top experts every day to cut through the financial clutter and bring you information that will increase your confidence and put you in better control of both your money and your life.
Total of Podcasts: 352
7May, 2021

Finding big discounts is hard, but closed-end funds remain attractive

John Cole Scott, chief investment officer at Closed-End Fund Advisors and the executive chairman of the Active Investment Company Alliance, says that with strong recent performance, 'getting big fat discounts continues to be hard,' but he says that shouldn't dampen enthusiasm for...

30Apr, 2021

Convertibles are acting more like stocks than bonds

Tom Dinsmore, Portfolio Manager at Gabelli Funds, which manages the 50-year-old Bancroft Fund and several other issues that specialize in convertible securities, says that investors looking to increase yields with a 'bond-like equity' will be hard-pressed to create a portfolio of...

23Apr, 2021

Finally, ESG investing gains a foothold in closed-end funds

Michael Spatacco, director at Bancroft Capital, discusses how ESG investing -- for environmental, social and governmental factors taken into consideration -- is starting to gain a foothold in the closed-end funds with the opening of a new issue from Nuveen that he has been an adviser to...

16Apr, 2021

The role of closed-end funds in the changing 60-40 portfolio

With many experts questioning the validity of classic investment allocations, Patrick Galley of RiverNorth Capital Management discusses how closed-end funds fit into the standard 60-40 stocks/fixed-income mix as a way for investors to get more from the bond side of the equation...

9Apr, 2021

How alternative credit types can build returns and balance risks

Keith Ashton, portfolio manager for the Ares Dynamic Credit Allocation Fund (ticker ARDC), talks about why he likes collateralized loan obligations and other credits as a way of adding low-duration, high-yielding income instruments to a portfolio...

19Mar, 2021

Nuveen’s Miller: Legislation, economic reopening give munis a boost

John Miller, head of municipals at Nuveen, says that the combination of the American Recovery Act and the progress towards recovery and the growing vaccination numbers, have made it so that state and local governments that had been crying poverty are now seeing a boom...

http://TheNAVigator.libsyn.com

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).
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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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