The Calamos Strategic Total Return Fund blends equities and fixed income, aiming for balanced returns through a multi-asset ...

Closed-end funds frequently trade below their net asset vale. Why Bill Ackman’s new fund joined the discount club.

The Pershing Square IPO drew attention to closed-end funds, high-yield investments that can be a boon in volatile markets.

Quick Read Adams Diversified Equity Fund (ADX) — a closed-end fund paying 8% annual distributions funded by capital gains, ...

Despite the IPO's horrific first-day performance, Ackman is confident that "it's going to be a very good long-term ride" for ...

These kinds of considerations explain why, on April 29th, Bill Ackman raised $5bn for a new “closed-end” fund, from which ...

Bluerock Private Real Estate Fund (BPRE) integrates private real estate assets into a publicly traded closed-end fund, where ...

We've seen some greater overall equity market volatility starting to ramp up on the back of the Iran conflict, causing oil prices to climb rapidly. During times of volatility, we tend to see ...

On April 27, 2026, the SEC Staff issued a no-action letter to J.P. Morgan Investment Management Inc. (“JPMIM”), an investment adviser to a ...

BSTZ is a BlackRock venture fund that bends the rules on private holdings to offer individual investors exposure to pre-IPO ...

Distributions that are treated for federal income tax purposes as a return of capital will reduce a shareholder's tax basis in his or her shares and, to the extent the distribution exceeds a ...