Rigorous and Insightful Analysis of Income-based Funds.

  • Quantitative + Fundamental: we combine quantitative analysis with bottom-up fundamentals resulting in two sources of alpha.
  • Value: we aim to pinpoint funds with deep value and a margin of safety that can outperform through the investment cycle.
  • Income: we target funds that can deliver solid and sustainable income.

Looking beyond the headlines and price action towards real drivers of returns.

Recent Research:
FUND ANALYSIS
PCI Back To Earth?
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SECTOR ANALYSIS
Covered Calls : Part 1
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SECTOR ANALYSIS
MLP Deep Dive
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Follow our work:
  • Read our Blog where we post our thoughts
  • View our Analytics on a number of key sector of the closed-end fund market
  • Subscribe to our Newsletter to keep up to date on the market and site developments
  • Also read our commentary on Seeking Alpha where we talk about the markets, the macro environment and the closed-end fund investment space.