by Laura Howard | May 5, 2025 | Quarterly Market Reviews
2025 Q1 In Review: The Calm Before the Storm Back to Insights What we saw: In retrospect, the first quarter of 2025 could be characterized as a relatively calm quarter for U.S. markets. Initially, the S&P 500 Index began the quarter robustly, reaching a peak on...
by Laura Howard | Feb 3, 2025 | CEF
Unveiling the Potential Benefits of Closed-End Fund Discounts Back to Insights One of the unique attributes of closed-end funds (“CEFs”) is the potential for their market price to differ significantly from the net asset value (“NAV”) of their underlying assets. As of...
by Laura Howard | Jan 29, 2025 | Quarterly Market Reviews
2024 Q4 In Review: A Quarter of Modest Gains Amid Market Swings Back to Insights What we saw: If you look at the returns produced by the S&P 500 index for the quarter ended 12/31/2024, you would likely assume it was an uneventful quarter. The S&P 500 index was...
by Laura Howard | Nov 15, 2024 | CEF
What is a Closed-End Fund? Back to Insights A closed-end fund (“CEF”) is a type of investment fund that raises capital by issuing a fixed number of shares through an initial public offering (“IPO”). CEFs are a unique investment vehicle with a handful of important...
by Laura Howard | Nov 1, 2024 | CEF
Closed-End Funds: Unlocking Investment Potential Through Stable Capital Back to Insights In the ever-evolving world of investment vehicles, closed-end funds (CEFs) stand out as a unique and potentially powerful tool for both individual and institutional investors....
