With a bottom-up, value-oriented approach, our team buys closed-end funds based on a proprietary system in an attempt to unlock value for our clients.
This system evaluates each fund on a number of different factors including: relative value as measured by the fund’s discount to its underlying net asset value; historical performance of the managers versus their peers; macroeconomic factors influencing the fund’s specific country or region of investment; and more.
Our team of professionals has over 65 years of combined experience in the closed-end-fund industry and includes several of whom we believe are the top experts in the field.