Institutional Investors

Serve your organization with top-ranked long-term performance

Karpus Investment Management brings a twenty plus year track record of outstanding performance for retirement/401(k) plans, Taft-Hartley Funds, endowments and foundation funds. Our expertise has been proven through bull and bear market cycles over decades. If you are a fiduciary of an institutional investment fund, you hold a significant responsibility to both optimize performance and reduce risk. KIM enables you to meet these critical responsibilities with utmost confidence.
 
Please compare KIM’s performance to the results your fund has achieved until now. Then contact us to learn how KIM can deliver superior long-term results that will strengthen your organization for years to come.   


Why do skilled institutional investors choose KIM?

Consistent “Alpha” generator: KIM aims for investment returns in the top quartile of professionally managed monies over three- to five-year periods—and top 10% over ten-year periods—based on client risk and return objectives. Our ongoing success at meeting these goals has earned the company top rankings in databases including PSN and Thomson Reuters World's Best Money Managers. View performance.

Strict control of risk: KIM portfolios are highly conservative by all standard measures: standard deviation of quarterly returns, weighted duration and beta. We achieve low risk through extensive diversification in asset classes and management styles.

Extensive diversification: Karpus uses closed-end, open-end, and exchange-traded funds to deliver one of the best investment performance ratings in the country. Over a 10-year period, a typical Karpus account may use more than 100 different management companies, 25 different investment styles, 350 different funds, and 12,000 securities worldwide to provide clients with the best possible returns. 

Strategic use of closed-end funds: KIM is the United States’ largest manager of closed-end funds. Closed-end funds have a fixed number of shares, which often trade at discounts to their net asset value. KIM purchases closed-end when discounts are attractive and sells when discounts narrow, to realize portfolio gains. The firm invests in exchange-traded funds and open-ended funds as strategic alternatives.  

Expert proprietary research: KIM delivers objective decision-making based on fundamentals, experience and tested metrics.  We bring time-tested expertise at exploiting opportunities that go unrecognized by other investment firms.

Objectivity, integrity, communication: KIM adheres to the highest standards of operational integrity. All assets are held in separate custodial accounts, ensuring transparency and accountability. We monitor custodial transactions for accuracy and reconcile account valuations daily. All portfolios are individually managed. KIM works for you without any conflicts of interest and is always available to answer questions.  
 

“Closed-end fund experts say (George W. Karpus’) shrewd maneuvering is breaking ground in the (closed-end bond) industry.”--The New York Times, July 19, 1998