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Closed-End Funds and the Myth of the Discount: What Investors Need to Know

I f you’ve ever sat through a pitch on a closed-end fund (CEF), chances are the salesperson led with one selling point: It’s trading at a...

Sep 93 min read

Last week, our team stepped away from spreadsheets, Bloomberg terminals, and investment committees to enjoy some well-deserved time...

Aug 251 min read

On August 1, 2025, the Bureau of Labor Statistics (BLS) delivered a surprise that rattled economists but left markets largely unfazed....

Aug 124 min read

"Best ideas", R. Cohen, C. Polk, B. Silli, 2010
"How active is your fund manager? A new measure that predicts performance", M. Cremers, A. Petajisto, 2009
"The inefficient stock market", R. Haugen, 2002
"The triumph of the optimists", E. Dimson, P. Marsh, M. Staunton, 2002
"From efficient market theory to behavioral finance", R. Shiller, 2003