FMD Capital Management

Presentation: Generate High Income And Alpha Using Closed-End Funds

Written by David Fabian, May 18th, 2017

I was fortunate enough to be invited to speak at the Las Vegas Money Show this week and chose to deliver an educational presentation on closed-end funds (CEFs).  My focus was on the right way to analyze, select, size, and trade these unique investment vehicles.

There are a number of advantages to using CEFs in your portfolio – from bolstering your high yield exposure to tapping into an active investment managers’ prowess.  Whatever your goal may be, these tools can be an effective way to generate income and alpha when used correctly.  Below are the PowerPoint slides from my presentation that you can download to view.

May 2017 CEF Presentation Slides