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

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Summary

  • 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.

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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 (

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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.

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