Financial Professionals

Insights

‘Tis the Season: Shopping for YE Opportunities in Closed-End Funds

12/12/2014
Herzfeld
Discount shopping guide: Thomas J. Herzfeld Advisors highlights 3 seasonal opportunities in closed-end funds.

Bringing CEFs Out of Their Discount Stupor

05/08/2014
Herzfeld
Herzfeld blog update: “Bringing Closed-End Funds Out of Their Discount Stupor”

Institutional Shareholders New Driving Force for Closed-End Funds

03/27/2014
Herzfeld
2014 marks my thirtieth anniversary working with closed-end funds. Much has changed over three decades, but perhaps the most significant change is the shift in shareholder base. Understanding who owns a fund's shares gives great insight into how those investors are likely to react in various market environments, and, in some cases, may impact a fund’s future course.

Love Me, Love Me Not? Finding the Right Fund Match

02/14/2014
Herzfeld
When it comes to choosing open-end mutual funds versus closed-end funds, investors seek distinctly different qualities from each type of investment.

2014 Outlook for Closed-End Funds

01/06/2014
Herzfeld
With many of 2013’s headwinds behind them, the outlook for closed-end funds in early 2014 is increasingly positive.

Past performance is not a guarantee of future results.

Virtus Investment Partners provides this communication as a matter of general information. The opinions stated herein are those of the author and not necessarily the opinions of Virtus, its affiliates or its subadvisers. Portfolio managers at Virtus make investment decisions in accordance with specific client guidelines and restrictions. As a result, client accounts may differ in strategy and composition from the information presented herein. Any facts and statistics quoted are from sources believed to be reliable, but they may be incomplete or condensed and we do not guarantee their accuracy. This communication is not an offer or solicitation to purchase or sell any security, and it is not a research report. Individuals should consult with a qualified financial professional before making any investment decisions.