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CEF Advisors’ Quarterly Closed-End Fund and BDC Universe Update, IPO Review & Outlook October 10, 2017

On October 10th we held our Quarterly Closed-End Fund and BDC Universe Update,  101017 Webinar Slide ImageOutlook, 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
*Dividend Changes
*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

Replay Link
Slides in PDF Format

Chuck Jaffe MoneyLife “Market Call” Interview of John Cole Scott, CIO at CEF Advisors on June 27, 2017.

MoneyLifeliveJohn Cole Scott was interviewed by Chuck Jaffe on Money Life on June 27, 2017. Click here to listen to John discuss the following Tickers:
RA, AOD; during “Hold It or Fold It:” EGIF, PDI, PCI, IGD, JRS, CTR

Click HERE to stream the audio from this interview or
right click HERE to download the file and listen another time.

MoneyLife host Chuck Jaffe is chief editor at RagingBull.com. 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/

 

John Cole Scott Quoted in Kiplinger’s June 2017 Issue “3 Great Closed-End Funds to Earn 7% – 9%”

See John Cole Scott of Closed-End Fund Advisors quoted in a June 2017 Kiplinger’s Personal Finance article by Daren Fonda, Associate Editor. John says “Ideally, you should  decide whether you like a CEF’s underlying investments and buy when the fund trades well below its NAV”. Kiplinger red logo

Read the article by clicking here. A subscription may be required.

CEF Advisors’ Quarterly Closed-End Fund and BDC Universe Update, IPO Review & Outlook April 20, 2017

Slide 1 of 42017 WebinarOn April 20th 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
*Dividend Changes
*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

Replay Link
Slides in PDF Format

2017 John Cole Scott Interviewed by Benzinga (Part 2)

John Cole Scott, Chief Investment Officer and Chief Compliance Officer for Closed-End Benzinga LogoFund Advisors, was recently interviewed by Tim Melvin, staff writer for Benzinga. Click below to read part two of the interview and learn more about Closed-End Fund Advisors.

[Click Here to Read Part Two]

John Cole Scott Interviewed by Benzinga (Part 1)

John Cole Scott, Chief Investment Officer and Chief Compliance Officer for Closed-End Benzinga LogoFund Advisors, was recently interviewed by Tim Melvin, staff writer for Benzinga. Click below to read part one of the interview and learn more about Closed-End Fund Advisors. Part two will be available shortly.

[Click Here to Read Part One]

Chuck Jaffe MoneyLife “Market Call” Interview of John Cole Scott, CIO at CEF Advisors on February 9, 2017.

MoneyLifeliveWe 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:

http://moneylifeshow.com/highlight/170209%20-%20Market%20Call%20with%20John%20Cole%20Scott.m3u

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