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.

Karpus Composite vs Morningstar Average Fund

Periods ending 12/31/18

Karpus Returns
Morningstar Mutual Fund Returns

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?

Schedule a confidential consultation with a Karpus Relationship Manager.
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