EPISODE · Feb 22, 2021 · 17 MIN
NAVigator bonus: Look beyond yield and discount in picking closed-end funds
from The NAVigator
Maury Fertig, chief investment officer at Relative Value Partners, discusses the factors he considers when picking closed-end funds to add to client portfolios, and how those criteria are impacted by current market conditions that have seen closed-end issues get whipsawed by the market over the last year. Fertig appeared on The NAVigator last week, but this appearance in the Money Life Market Call serves as a special bonus episode/follow-up with much more of his closed-end fund insight.
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NAVigator bonus: Look beyond yield and discount in picking closed-end funds
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