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Patience Rewarded – Investor Newsletter – 2016 Q3

For all the ongoing market concerns, the 3rd quarter ended with higher asset values. At the start of the year, we felt strongly that the economy was not going to slide into a recession and the FOMC would not raise rates four times…

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Wells Fargo’s Troubles Create Buying Opportunity

As investors, we are always searching for a stable and attractive yield without taking excessive risk. Currently, we seek opportunities that can provide an attractive return even as the Fed may raise short-term rates by a modest 25 basis points this December…

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Why Are Yield-Starved Investors Ignoring Closed-End Funds?

Closed-end funds (CEFs) sometimes get lost in the never ending expanse of investment options. That certainly seems to be the case in recent months, as yield-starved investors continue to gobble up risky debt with coupons at all-time lows while ignoring safer plays in the fixed income CEF market…

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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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Durable Income Strategy Investor Letter – July 2016

For the first half of 2016, the Durable Income Strategy performed well in a volatile market environment. Durable Income generated a 9.48% net return vs the Barclays High Yield Index Benchmark return of 9.06%. Since inception (June 1, 2014)…

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“Living in the USA” – Investor Newsletter – 2016 Q2

Listening to this song on July 4th, we were feeling particularly patriotic. Living in the USA has numerous benefits: freedom being the most obvious and, arguably, the most treasured. A less celebrated benefit is the US economy which continues to chug along with much less volatility than China, Japan or Europe…

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Closed-End Equity Funds: Unlocking Value Through Shareholder Activism

As professional investors who spend a lot of time analyzing the closed-end fund (CEF) market, we often question actions (or inaction) taken by fund companies. Advancements in proxy access and fiduciary standards are designed to ensure management makes decisions that are in the best interest of shareholders…

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Open Mouth Operations – Investor Newsletter – 2016 Q1

According to the Fed’s website, one of the four core purposes of the Federal Reserve is to provide stability to the financial system, however, last quarter it seemed like they were doing the opposite. Despite knowing their comments are closely scrutinized…

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Durable Income Strategy Investor Letter – March 2016

For the first quarter of 2016, the Durable Income Strategy held up well during a very volatile market environment. Durable Income generated a 3.21% net return vs the Barclays High Yield Index Benchmark return of 3.35%. Since inception (June 1, 2014)…

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Why It’s a Good Time for Loan Funds

Treasury bond yields are low, junk is volatile. For conservative investors, syndicated loans, perhaps in closed-end funds, look appealing…

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