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Understanding Ownership Data Can Help Defend Against Closed-End Fund Activism

Activists focused on Closed-end Funds (CEF) have significantly increased their efforts and advanced their techniques. As these investors target CEFs, understanding your ownership data can help you devise appropriate outreach and defense strategies. 

Case Study: Creating An Activist Defense Strategy

Two of EQ Fund Solutions’ clients sought to conduct a mutually beneficial transaction in which the advisor would assume investment advisory oversight of a number of the manager’s funds.

2020 CEFINSIGHT MONTHLY UPDATES

2019 CEFINSIGHT MONTHLY UPDATES

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2017 CEFINSIGHT MONTHLY UPDATES