Maury Fertig, CIO and co-founder of RVP, discusses market volatility and what it means for the closed-end fund investor…
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RVP CIO Discusses Volatility in the Markets
ACSF’s Portfolio And Structure Hold Untapped Value
American Capital Senior Floating, Ltd. is a small cap business development company (BDC) that has been discounted by the market because of its sub-scale size, lack of Wall Street sponsorship and analyst coverage…
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Durable Income Strategy Investor Letter – January 2018
For the year ended December 31, 2017, RVP’s Durable Income generated a 7.93% net return vs the Barclays High Yield Index Benchmark return of 7.50%. Since inception (June 1, 2014), Durable Income has generated an 8.30% annualized net return vs the Barclays High Yield Index’s annualized return of 4.69%. Durable Income invests in exchange traded, income-oriented securities with the underlying goal of …
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RVP Quarterly Investment Update – 2018 Q1
Click below for a recap of what happened in the market and RVP’s portfolios during Q1 2018.
Read our full Q1 2018 Quarterly Investment UpdateAttitude of Gratitude – Investor Newsletter – 2017 Q4
As we think back to all the potential landmines over the last 12 months, we are grateful to have a nice increase in our composites. The market faced many negative headlines throughout 2017. An untested president with an active Twitter account…
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Durable Income Strategy Investor Letter – October 2017
For the nine months ended September 30, 2017, RVP’s Durable Income generated an 8.32% net return vs the Barclays High Yield Index Benchmark return of 7.00%. Since inception (June 1, 2014), Durable Income has generated a 9.07% annualized net return vs the Barclays High Yield Index’s annualized return of 4.90%. Durable Income invests in exchange traded, income oriented securities with the underlying goal …
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Welcome Back, Goldilocks – Investor Newsletter – 2017 Q3
As we enter the fourth quarter, the global economy is running neither too hot nor too cold, which has precipitated a glacial rollback of quantitative easting (QE) by global central banks. The Fed has started tightening after being in easing mode for nearly a decade. While global central banks have slowed their purchases, they are still buying $170 billion…
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GDL: Playing It Safe With Upside Potential
Investors are hesitant to put new money into capital markets right now because equity markets are at all-time highs, bond yields are near historically low levels and valuations are rich…
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Where to Find 11% Yields
It’s time for some cautious optimism. Income investors have had it tough for too long now, settling for 2% yields on high-quality bonds and stocks…
Read article on BarronsAn Overlooked Fund That Provides Growth, Value And Income
As investors of closed-end funds, we frequently come across funds with altered or unconventional strategies that are disregarded by the market and trading at deep discounts. Despite being overlooked by most investors…
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