Insights
U.S. Mid-Caps in Context: Putting Growth and Valuations in Perspective
This piece explores real estate investment trust (“REITs”) features such as their structure, requirements, benefits, and various other investment characteristics.
2025 Q3 In Review: Market Leadership and Market Discipline
This piece dives into market movements in the third quarter of 2025, citing notable events, underlying causes and effects, and what we’re watching moving forward.
2025 Q2 In Review: Market Resilience Amid Policy Uncertainty
This piece dives into market movements in the second quarter of 2025, citing notable events, underlying causes and effects, and what we’re watching moving forward.
2025 Q1 In Review: The Calm Before the Storm
This piece dives into market movements in the first quarter of 2025, citing notable events, underlying causes and effects, and what we’re watching moving forward.
Unveiling the Potential Benefits of Closed-End Fund Discounts
This piece explains the underlying dynamics of Closed End Fund discounts and illustrates how these discounts may present attractive investment opportunities
2024 Q4 In Review: A Quarter of Modest Gains Amid Market Swings
This piece dives into market movements in the fourth quarter of 2024, citing notable events, underlying causes and effects, and what we’re watching moving forward.
What is a Closed-End Fund?
This article provides a foundational summary on the core features of closed-end funds that differentiate them from other investment vehicles.
Closed-End Funds: Unlocking Investment Potential Through Stable Capital
This piece explores how the stable capital base of closed-end funds (“CEFs”) differentiates CEFs from other investment vehicles.