Recent CEF Research



Searching for CEF Aristocrats

Looks at closed end funds from the perspective of a dividend growth investor. Doesn’t find many funds that meet the consistently growing dividends criterion. However, there is potential to achieve growth by finding a consistent dividend payer, then regularly reinvesting those dividends.

A Fund For A Global Recovery

Interesting analysis at a pair of Lazard managed closed end funds.

How to Sidecar With a CEF Activist

A great example of one of our favorite topics: fund activism.

Closed End Funds: Diversification

Detailed analysis of investing in funds from the perspective of an income seeking retire that also focuses on preserving principal.