Uncovering Hidden Gems in the CEF Market
A year ago, we took a closer look at the Lazard Global Total Return and Income Fund (NYSE:LGI), a closed-end fund that was trading at a significant discount. At the time, this presented an attractive opportunity for income investors seeking reliable yields.
The CEF/ETF Income Laboratory: Expert Guidance for Income Investors
As part of our ongoing effort to provide actionable insights for income investors, we manage closed-end fund (CEF) and exchange-traded fund (ETF) portfolios targeting safe and reliable ~8% yields. Our members have come to rely on our expert-level research and analysis to make informed investment decisions.
Meet the Team: Experienced Professionals with a Proven Track Record
Our team, led by Stanford Chemist, includes experienced professionals such as Nick Ackerman, a former financial advisor with over 14 years of personal investing experience. We also have Juan de la Hoz and Dividend Seeker contributing to our research efforts. Together, we provide members with managed portfolios, actionable recommendations, and in-depth analysis of CEFs and ETFs.
What Sets Us Apart: A Focus on Monthly-Payers and Arbitrage Strategies
Our approach is geared towards both active and passive investors, with a focus on monthly-payers that offer faster compounding and smoother income streams. We also employ arbitrage strategies to help members benefit from inefficiencies in the CEF market.
Disclosure and Transparency: Our Commitment to Members
We take transparency and disclosure seriously. Our analysts have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. Our opinions are our own, and we are not receiving compensation for our research (other than from our membership fees).
Past Performance is Not a Guarantee of Future Results
While our track record speaks for itself, we must emphasize that past performance is not a guarantee of future results. As with any investment, there are risks involved, and members should carefully consider their own financial goals and risk tolerance before making any investment decisions.
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