The crises in Ukraine and the Middle East dragged on European stock CEFs, but Asian-focused funds shone last month
Investing in a closed-end fund is more complicated than investing in a mutual fund that’s run by an experienced manager with a consistent and repeatable process and that charges low fees
American Stock Transfer & Trust Company, LLC (“AST”) has raised the bar for exceptional client service and execution capabilities in the ownership intelligence and shareholder response industry.
U.S. Equity Funds as of July 1, 2014. Read More.
Muni managers take sides in the Puerto Rico debate. Read More.
The Swiss Helvetia Fund, Inc. (SWZ) announced that stockholders (at the fund’s 2014 annual meeting) had approved Schroder Investment Management North America Inc. as the fund’s new investment adviser, with Schroder Investment Management North America Limited as sub-adviser. Learn More.
Full Circle Capital Corporation (FULL) announced that it had priced an offering of 1,351,352 shares of its common stock at $7.40 per share. Plus, The Tokarz Group Advisers, LLC disclosed that their holdings of Equus Total Return, Inc. (EQS) had increased to 4,444,644 shares.
These highly rated funds appear inexpensive based on historical valuation trends.
U.S. Equity Funds as of June 24, 2014.
