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OCCI: We’re Outta Here!

We have recently rotated out of the OFS Credit Company (OCCI) fund in one of our portfolios on the service. We legged into OCCI around 6 months ago at around …

NMCO: Killed It. What’s Next?

The Nuveen Municipal Credit Opportunities Fund (NMCO) absolutely destroyed the rest of the Muni CEF sector over the last six-months. As it happens it is a fund that we have …

PDO: A Contrarian Take

This is my second post in a row on PDO – it’s been a focus for subscribers on the service. Unfortunately, there is not much information to go on but …

PDO: The New PIMCO Kid On The Block

The PIMCO Dynamic Income Opportunities Fund (PDO) – a $2bn taxable multi-sector CEF – started trading this week What a bad time to do a CEF IPO! The first day …

OPP, RIV: Hope You Weren’t Caught Out

A few weeks ago in one of our articles we discussed how investors can take advantage of CEF managed distribution policies. These policies spell out how CEF distributions are calculated …

BGIO: A Lower-Octane Choice

Given how extended valuations have gotten in the credit space many investors want to take some chips off the table, without moving into the open-end fund space. A CEF that …

TSI: The Surprise Is Surprising

The TCW Strategic Income Fund (TSI) cut its most recent quarterly distribution by 40% which itself followed a 30% cut. At this point the fund has a tiny distribution rate …

PHK: What’s Not To Like?

The PIMCO High Income Fund (PHK) has been the top PIMCO fixed-income taxable CEF performer in the suite since the start of November. Which is weird! It’s the lowest leveraged …

EIC: Little Surprise

The Eagle Point Income Company (EIC) killed it today with a 6.5% jump on the back of a big rise in the monthly NAV (the fund only provides NAVs on …