Shareholder Activism
When we contact closed-end fund management companies or their Boards of Directors, we address net asset value performance and persistent discounts. Through dialogue we attempt to close the discount at which the fund trades.
Enhanced Indexing
Because of our investment strategy of buying closed-end funds at discounts, we pay less than the underlying value of the securities in the funds. 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
We structure a diversified portfolio that will be designed according to your investment goals and risk tolerance.