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Closed-end funds

Look beyond yield to find opportunity in preferreds

Douglas M. Baker
Portfolio Manager
A view down a circular glass tunnel over a highway

Doug Baker, Head of Preferred Securities, appeared on a podcast with the Active Investment Company Alliance to discuss the current opportunity and potential attractive entry point in preferred securities today.

Listen here:

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Closed-end funds Understanding return of capital in closed-end funds
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Closed-end funds Investing for income? 5 reasons to consider closed-end funds
Investors looking to generate higher income from their portfolios often turn to closed-end funds (CEFs) – and with good reason. The funds are designed and managed with the goal of delivering attractive, regular, and often tax-advantaged cash flows to shareholders and can help address specific investment goals.
Closed-end funds Closed-end fund market update
An in-depth look at trends across the CEF market each month.

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