Relative Value Partners has experience identifying opportunities for our clients in underfollowed, yield-oriented, publicly traded securities.
Recently, Chief Investment Officer Maury Fertig joined the popular financial podcast “Money Life with Chuck Jaffe” to outline RVP’s methodology for investing in closed-end funds and to share his current market views. Here are some key highlights from the interview:
- Key Factors in Investing in Closed-End Funds
- Evaluating Fees and Discounts
- The Impact of Embedded Tax Gains
- Importance of New Fund Issuances
You can listen to the full conversation below. If you have questions about any of the information covered, we invite you to connect with our team.
Listen Here
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.