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  • Thoughts on Portfolio Construction and Diversification (Part 2) [View article]
    Those CEF's that exhibit a loose periodocity in their discounts yet have 'decent' managerial/structural characteristics points do exist and are good value for the patient. One very large fly in the ointment is dodgy liquidity, thus, patience ...
    Jun 22 16:02 pm |Rating: +2 0 |Link to Comment
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