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Dan Plettner
ABOUT
Dan Plettner invests and licenses his own real time trading data to Covestor Ltd. Dan previously licensed his written content to DealFlow Media, for the Closed-End Fund Alert.
Dan focuses his qualitative investigative research methods on Closed-End Funds and other underfollowed securities. His efforts seek to identify potential valuation changes which are unanticipated by median market participants. He believes readily available “quantitative research” is of minimal value for achieving outsized returns within any particular investing style.
Dan Plettner was born in 1975 and has been investing since his teen years. After completing his undergraduate degree Magna Cum Laude from Miami University (Oxford, ...More
Dan focuses his qualitative investigative research methods on Closed-End Funds and other underfollowed securities. His efforts seek to identify potential valuation changes which are unanticipated by median market participants. He believes readily available “quantitative research” is of minimal value for achieving outsized returns within any particular investing style.
Dan Plettner was born in 1975 and has been investing since his teen years. After completing his undergraduate degree Magna Cum Laude from Miami University (Oxford, ...More
SNAPSHOT
- Description: Independent / boutique research firm analyst. Trading frequency: Weekly
- Interests: ETFs, Mutual funds, Stocks - long
COMPANY
Dan Plettner Covestor Profile Page Dan licenses his own real time trading data to Covestor Ltd. (“Covestor”). Covestor is a Registered Investment Advisor (“RIA”) licensing Dan Plettner's data to create models for its clients. Dan is not a Registered Investment Advisor, nor an employee of Covestor. Inquiries must be directed to Covestor ...More
BLOG
Dan Plettner Closed-End Fund Blog
My blog may give insight into my personal interests and current thoughts on my own investments or the Closed-End Fund Industry as a whole. I am not a financial adviser and I encourage readers to create their own opinions and their own investment thesis.
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