Eric Boughton
Eric Boughton
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ABOUT
Eric Boughton, CFA, is the portfolio manager for the Matisse Discounted Closed-End Fund Strategy (MDCEX), an open-end mutual fund aiming to produce superior risk-adjusted returns by purchasing income-producing closed-end funds at significant and unwarranted discounts to NAV. His statistical model searches the entire universe of US CEFs daily and selects funds best positioned for both capital gains and income. The result is a diversified, globally balanced portfolio.*
Eric has over 12 years of investment experience, most recently as a Portfolio Manager and Analyst with 1st Source Investment Advisors, where he co-managed a publicly traded mutual fund, created the firm’s outside mutual fund recommended list, ...More analyzed individual equity securities, and devised a quantitative approach to fundamentals-based security selection.
Eric received a BS in Mathematics--Applied Analysis from the University of Houston in 1997, graduating at the top of his College, and is a CFA (Chartered Financial Analyst) charterholder.
*Before investing, please read the fund's prospectus. Past performance is no guarantee of future results.
Eric has over 12 years of investment experience, most recently as a Portfolio Manager and Analyst with 1st Source Investment Advisors, where he co-managed a publicly traded mutual fund, created the firm’s outside mutual fund recommended list, ...More analyzed individual equity securities, and devised a quantitative approach to fundamentals-based security selection.
Eric received a BS in Mathematics--Applied Analysis from the University of Houston in 1997, graduating at the top of his College, and is a CFA (Chartered Financial Analyst) charterholder.
*Before investing, please read the fund's prospectus. Past performance is no guarantee of future results.
SNAPSHOT
- Description: Mutual fund manager. Trading frequency: Daily
- Interests: Dividend stock ideas & income, Foreign stocks, Mutual funds, Stocks - long
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