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“Why You Buy (or Sell): CEF Investing Tips” Investius Interview From 2014 Morningstar Investment Conference in Chicago

by on July 29, 2014

Investius-2014-07-2Closed-end funds are over 100 years old.  There are about $300 billion in assets.  There’s enough of them to make decisions, but there’s a few enough number to follow them actively.

Well, traditionally we talk to people, the first level of knowledge we hope they can learn is how to buy funds at a relative value at reasonable yields with good manager performance.

Once they’ve mastered that, the next level we feel is more on the portfolio management side, for step one… making sure they’ve got the right size allocation, not over-weighting or under-weighting what they’re doing.

Step two might be looking at why you would sell a fund and why you would buy a fund.  And if you look at a winner or a loser, we find some people … 

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