KIM provides both domestic and international equity management.

How Our Process is Different

  • Through internal research, our investment team works together to generate independent ideas.
  • Our insight and extensive experience in closed-end funds may identify opportunities others may miss.
  • Our firm’s agility allows us to capitalize on fundamentally attractive market inefficiencies as they arise.

EQUITY PERFORMANCE

Karpus Composite vs Morningstar 65% Average Domestic Stock Fund-35% Average International Stock Fund*

Periods ending 06/30/19

Equity Performance

*The Morningstar Average Domestic Stock Fund is the weighted average of all funds in categories classified as Domestic Stock by Morningstar. These include US Fund Large Value, US Fund Large Blend, US Fund Large Growth, US Fund Mid-Cap Value, US Fund Mid-Cap Blend, US Fund Mid-Cap Growth, US Fund Small Value, US Fund Small Blend, and US Fund Small Growth. The Morningstar Average International Stock Fund is the weighted average of all funds in categories classified as International Stock by Morningstar. These include US Fund Europe Stock, US Fund Latin America Stock, US Fund China Region, US Fund Diversified Emerging Mkts, US Fund Diversified Pacific/Asia, US Fund Pacific/Asia ex-Japan Stk, US Fund Japan Stock, US Fund Foreign Large Value, US Fund Foreign Large Blend, US Fund Foreign Large Growth, US Fund Foreign Small/Mid Blend, US Fund Foreign Small/Mid Value, US Fund Foreign Small/Mid Growth, US Fund World Large Stock, and US Fund World Allocation.

Results include reinvestment of dividends and distributions.
All returns are presented net of actual fees paid.
Past Performance does not guarantee future results.
**View 15 Year Disclosure

Our Equity-Management Methodology Emphasizes:

  • Multi-asset diversification:
    • Asset diversification encompasses investment style, asset class, domestic and international, large-, mid- and small-cap stocks along with growth and value styles.
  • market inefficiencies:
    • KIM monitors markets to uncover overlooked securities that KIM believes offers value. These include closed-end funds trading at discounts to their net asset value and exchange-traded funds providing diversification.
  • Efficient trading:
    • KIM employs trading technologies to effect asset purchases and sales. Our goal is to deliver value to your portfolio by selling assets when they reach upper valuation targets or when similar securities can be purchased for better relative values.

Interested in How Karpus Can Help You?

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