Click below for a recap of what happened in the market and RVP’s portfolios during Q2 2018.
Read our full Q2 2018 Quarterly Investment Update.RVP Quarterly Investment Update – 2018 Q2
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.
Relative Value Partners Packs Books for At-Risk Children
On May 31st, 2018, nine members of our team – Greg Neer, Ernie MacVicar, Jeff Fosselman, JP McCleary, Bob Huffman, Catherine Goel, Doug Crimmins, Dave McGranahan and Pat Kacsur – volunteered to pack book bags at Bernie’s Book Bank in Lake Bluff.
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Should You Convert a Traditional IRA to a Backdoor Roth IRA?
You may have dismissed Roth IRAs years ago if you didn’t meet the income eligibility. But did you know that you can convert traditional IRA funds into a Roth IRA by doing what’s called a “backdoor conversion”? You can convert funds to a Roth no matter what your income level is, and unlike traditional IRAs, your investment earnings are not taxed upon withdrawal.
The downside is that, because traditional IRAs are funded with pre-tax dollars, if you choose to convert to a Roth IRA, you’ll pay taxes on those tax-deferred dollars the year you make the conversion.
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RVP celebrates the four-year anniversary of launching its Durable Income Strategy
RVP’s Durable Income Strategy is designed for individuals or institutions who are looking for a high current income for a portion of their portfolio. Since 2014, RVP’s Durable Income strategy has helped our clients achieve income, especially in the era of lower rates. Durable Income invests in exchange traded, income oriented securities with the underlying goal of generating above market income while avoiding permanent asset impairment….
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What Do Rising Rates Mean for Closed-end Funds?
Maury Fertig discusses the interest rate market and the effects rising rates will have on the closed-end fund market…
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RVP CIO Discusses Volatility in the Markets
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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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… Read more about ACSF’s Portfolio And Structure Hold Untapped Value
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 … Read more about Durable Income Strategy Investor Letter – January 2018
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… Read more about Attitude of Gratitude – Investor Newsletter – 2017 Q4