Thoughts on Portfolio Construction and Diversification (Part 2) [View article]
Refreshing to see people writing about CEFs still. ETFs are getting so much attention, but CEFs give the asset manager so much more flexibility to make long term investments (no shareholder redemptions). They also reduce taxable gains being realized due to shareholder activity and the tendancy of open end fund investors to buy high and sell low. Also the best FI managers in the world all have CEF's trading, so no compromise on the asset management skills. Main downside is that fees tend to be high, which is a major factor in FI investing. I'd only use CEF for lower credit quality (high yield, or even investment grade corporates - and these days munis). A fund buying TSY and GNMA would be overpriced in the CEF vehicle.
Thoughts on Portfolio Construction and Diversification (Part 2) [View article]
ETFs are getting so much attention, but CEFs give the asset manager so much more flexibility to make long term investments (no shareholder redemptions). They also reduce taxable gains being realized due to shareholder activity and the tendancy of open end fund investors to buy high and sell low.
Also the best FI managers in the world all have CEF's trading, so no compromise on the asset management skills. Main downside is that fees tend to be high, which is a major factor in FI investing.
I'd only use CEF for lower credit quality (high yield, or even investment grade corporates - and these days munis). A fund buying TSY and GNMA would be overpriced in the CEF vehicle.