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Closed-End Fund Investors Should Watch the Activists

Activists get involved with closed-end funds when they are trading at a big discount to the value of their underlying securities. These moves can sometimes be good news for individual investors—but not always….

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Relative Value Partners merged with Kovitz Investment Group Partners, LLC as of August 2024. All Insights are opinions of the author as of the posting date. Any graphs, data, or information in this publication are considered reliably sourced, but no representation is made that it is accurate or complete, and should not be relied upon as such. This information is subject to change without notice at any time, based on market and other conditions. Past performance is not indicative of future results, which may vary.

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