Growth Balanced Performance

Growth Balanced Performance 2018-03-19T19:37:14+00:00

Strategy Summary

Karpus Investment Management has been an active investment manager since the firm’s inception in 1986. With the focus of managing risk, our Investment Committee formulates our economic overview by reviewing the economic cycle, analyzing historical valuations, analyzing growth and policy prospects, and analyzing liquidity and economic momentum.

Once an overview is established, a target investment matrix is then created. Sector weightings, yield curve positioning, and duration targets are guided by this research. Analysts continuously conduct a security-by-security analysis to identify and capitalize on market inefficiencies.

Our focus is on the advantages offered by purchasing closed-end funds at a discount. However, we also utilize index-based securities if closed-end funds are not trading at what we believe are attractive discounts. Once purchased, holdings are analyzed on an ongoing basis. Karpus continuously monitors key investment variables, as well as corporate governance attributes to assess whether shareholder value is being maximized.

Karpus Composite vs Morningstar Average Balanced Fund

Periods ending 12/31/17

Investment Managers Growth Balanced Performance

Karpus Returns
Morningstar Mutual Fund Returns

All returns presented annualized net of fees. Past performance does not guarantee future results.
**10 Year Disclosure

How Our Process is Different

  • By conducting our own proprietary, in-house research, our strategists, analysts portfolio managers, and traders work together to generate independent and unbiased ideas.
  • Our insight and extensive experience in closed-end funds identifies opportunities others may miss.
  • Our firm’s size allows us to capitalize on fundamentally attractive market inefficiencies as they arise.

Preserve Capital While Building Wealth

KIM has demonstrated expertise in personalized asset allocation. We emphasize conservative, long-term investment management designed to preserve capital while building wealth consistently over time. Your KIM professional will work closely with you to determine your optimal asset allocation based on your age, tax bracket, risk tolerance, investment time horizon, need for income and wealth-management goals.

If you are a conservative, long-term investor looking for proven asset allocation expertise and personal service, you owe it to yourself to learn more about KIM. Please contact us today.

Interested in How Karpus Can Help You?

Schedule a confidential consultation with a Karpus Relationship Manager.
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