Institutional Asset Management
Power of singular focus. Strength of diversification. Clarity of accountability. Solutions for institutional investors across all asset classes.
How We Can Help
Shareholder Activism
We repeatedly contact the management companies and Boards of Directors of the closed-end funds in which we invest, to hold them accountable for both net asset value performance and a closed-end fund’s discount. Through this dialogue, we have unlocked significant value for our clients, as well as other shareholders.
Enhanced Indexing
Because of our investment strategy of buying closed-end funds at discounts, we often times pay 10-20% less than what a fund’s assets are actually worth. If discounts aren’t as attractive as we’d like to see them, we purchase mutual funds, exchange traded funds (ETFs), individual Treasuries, or other securities until closed-end funds are in our predetermined buy ranges.
Risk Management
You’ve worked hard to get where you are and guarding those assets is a responsibility…one that we take very seriously. With strong procedural safeguards and a conservative, long-term approach that over time produces superior returns, we’re here to reduce risk for our clients. We structure an extensively diversified portfolio that will be designed according to your investment goals and risk tolerance.