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The NAVigator

May 28, 2021

Kimberly Flynn, managing director for alternative investments at XA Investments, discusses how money managers benefit from opening London-based unit investment trusts -- roughly the equivalent of a US-based closed-end fund -- and how the strategies have synergies, especially with illiquid alternatives, that are making...


May 27, 2021

Eric Boughton, chief analyst at Matisse Capital and portfolio manager for the firm's closed-end strategy funds, says that since taking a beating during the 2020 pre-pandemic market meltdown, closed-end funds have rebounded to where discounts on average are now 3 percent, compared to a long-term average discount of...


May 21, 2021

Mark Asaro, director of investments for Noble Wealth Management, says that investors who are staring down low interest rates that have them questioning the classic, traditional 4 percent 'safe withdrawal rule' should be looking at closed-end funds to bolster returns and to act as a paycheck-replacement, providing...


May 14, 2021

Mike Taggart, founder and chief executive at Taggart Fund Intelligence -- a new analytical firm being built to cover closed-end funds -- says that individual investors and financial advisers should move away from their obsession over discounts in closed-end funds, noting that total return and other factors...


May 7, 2021

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 closed-end funds and...