Adams Funds: Unusual Dividend Policy Creates Short-Term Opportunity In Natural Resources And Diversified Equity Funds

Tokyo Picker profile picture
Tokyo Picker


  • Uneven dividend schedules not picked up by most brokerages' screeners.
  • Expected large year-end payments expected to go ex-div shortly.
  • Probably favorable tax treatment.

Growth of business concept. Group of multi ethnic businessperson.

metamorworks/iStock via Getty Images

Adams Funds (Adams Funds Closed-End Funds - Long-term Investing for 90 Years) is one of the nation's oldest fund managers. The Baltimore & Boston based team manages only two funds (both closed-end) - the Adams Diversified Equity Fund (

This article was written by

Tokyo Picker profile picture
The opinions expressed herein are the opinions of Teton Record Services Limited Company. Publication of these opinions is not a recommendation for investment, nor is it a solicitation of any kind of business or transaction.The employee authoring this opinion has thirty years in investment banking, specializing in tax arbitrage and asset finance, and has a Masters degree in politics and economics from Oxford University.Teton Record Services Limited Company is a corporation established with limited liability under the laws of the State of Wyoming.

Disclosure: I/we have a beneficial long position in the shares of ADX, PEO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Recommended For You

Comments (17)

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.