AICA – Excellence Beyond Indexing

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Octavio Pollicelli

Octavio Pollicelli

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Ep. 335 — Are falling rates, changing conditions setting up BDCs for a fall?

1 year ago in: Podcast no comments

Ep. 334 — With his fund up 100% this year, veteran manager says gold can go higher

1 year ago in: Podcast no comments

Ep. 332 — NAVigator bonus: CEF Advisors’ Scott on picking and managing funds

1 year ago in: Podcast no comments

Ep. 331 — Tortoise’s Thummel says it’s ‘the best time i’ve ever seen’ for energy investing

1 year ago in: Podcast no comments

Ep. 330 — XA’s Flynn on how crypto, private equity will impact retirement-savings plans

1 year ago in: Podcast no comments

Ep. 329 — Oppenheimer’s Penn: ‘Fairly valued’ BDCs

1 year ago in: Podcast no comments

Ep. 328 — Calamos’ Freund expects 4 rate cuts in a year, creating wider discounts

1 year ago in: Podcast no comments

Ep. 327 — A battle over closed-end activism is now awaiting a Supreme Court decision

1 year ago in: Podcast no comments

Ep. 326 — CEF Advisors’ Scott on the realities and mirages of double-digit yields

1 year ago in: Podcast no comments

Ep. 325 — Aberdeen’s Akus on the struggles facing healthcare, biotech investors

1 year ago in: Podcast no comments

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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.