Karpus Investment Management
Karpus Investment Management is a fee-based, investment advisory firm registered with the Securities and Exchange Commission. We provided balanced and specialty management of portfolios which can include cash, fixed-income (taxable and tax-sensitive), domestic equity and international equity portfolio management. For long-term investors, we structure a diversified portfolio designed according to your investment goals and risk tolerance.
Who We Serve
Reviews
“Economy’s woes do not stop gains for Karpus assets.”
“Karpus has experience on his side.”
“Former publisher Harry Newton, who had $4.5 million stranded in auction-rate preferred shares that have since been redeemed, called Karpus’ move brilliant. ‘When these activists start screaming and shouting and carrying on, these funds will just buy them off at par,’ he said.”
Latest Investment Management Articles from our Team
Municipal Bond Funds May be Undervalued
In our opinion municipal bond closed-end funds (CEF’s) are well positioned for price appreciation in the future. We started a rebound in price on the first trading days of 2019 (source: Bloomberg). However, it is [...]
Investment Behaviors to Avoid
After enjoying solid investment returns in 2017, investors this year have experienced higher than usual volatility in the stock market and headwinds in the bond market. Rising interest rates and trade tensions have been causing [...]
Market Forecasts
The huge decline in interest rates and the drop in stock prices leads me to the following forecasts. One of the first things that I think needs to be noted is that the peak in [...]