We discussed the firm’s investment approach, sectors and funds we currently see as attractive Master Limited Partnership (MLPs), Municipal Bond, US Equity and Debt focused (BDCs), as well as, commentary on some of Chuck’s listeners CEFs of interest for his well-known “Hold It or Fold It” segment. We also discussed the development of our own benchmarks.
You can listen to the show by clicking this link: [Click Here] Or, copy and past the following link:
MoneyLife host Chuck Jaffe is senior columnist for MarketWatch. His three weekly columns are syndicated nationally, and his “Your Funds” column is the most widely read feature on mutual fund investing in America. In 2009, Chuck was named to MutualFundWire’s list of the 40 Most Influential People in Fund Distribution, the only journalist ever to make the list. Learn more on their website: http://www.moneylifeshow.com/
CEFs / BDCs Discussed:
GGE, SAR, DMF, SRV; during “Hold It or Fold It:” GDL, CTR, OXLC, ABDC, BKK
CEF Advisors’ launches 25 indexes to cover the entire closed-end fund (CEF) and business development company (BDC) universe. The indexes cover both bond and equity sector indexes as well as diversified portfolio objective indexes for example; the High Income Index and the Tax-Sensitive Income Index. The indexes are priced daily with data since 12/31/16, however, we are working by quarter-end to offer index data from 12/31/2011 to present as we have the data in our internally collected CEFData.com research system and database launched in 2012.
- 12 Major Sectors: http://cefdata.com/index/details/412/
- High Income: http://cefdata.com/index/details/404/
- Equity Income: http://cefdata.com/index/details/415/
- 60 / 40 Balanced (w/ BDCs): http://cefdata.com/index/details/405/
- Tax-Sensitive Income: http://cefdata.com/index/details/402/
- Taxable Bond & BDC: http://cefdata.com/index/details/403/
- Discount CEF/BDC: http://cefdata.com/index/details/413/
- Premium CEF/BDC: http://cefdata.com/index/details/414/
Please read the article here and see what John Cole Scott likes in REIT Closed-End Funds. Subscription may be required.
Click Here to view:
On January 11th we held our Quarterly Closed-End Fund and BDC Universe Update, Outlook, IPO Review & Outlook.
Please watch the replay or download the slides to see what trends we covered in the CEF industry including:
*Discounts & Discount Trends
*Yield and Yield Trends
*Last Quarter’s and Recent Peer-group performance (NAV and Market Price).
*UNII, Earnings and Return of Capital (RoC) Trends
* Recent CEF IPO’s
* Liquidity & Liquidity Trends
* Activist Updates & Trends
* CEF Deaths & Mergers
* NAV vs. Market Price Volatility
* New CEF Universe Data
* 2017 Outlook
* Pre-submitted & Live Q&A
We were pleased to help Barron’s cover the closed-end
fund sector on October 22, and December 3, 2016.
Click Here to see John Cole Scott quoted in Barron’s Article A Closed-End Fund Shopping List.
Click Here to see John Cole quoted in Barron/s Article It’s Time to Take a Fresh Look at MLPs.
The Street’s Gregg Greenberg spoke with
special guest and nationally recognized
closed-end fund expert John Cole Scott
about four closed-end funds that are
poised to do well even if rates rise. John discussed the MFS High
Income Municipal Trust (CXE), the Calamos Global Dynamic Income Fund
(CHW), The Cushing MLP Total Return Fund (SRV) and the Saratoga
Investment Corp. (SAR).
Watch the interview by clicking below.