Forbes' William Baldwin interviews Erik Herzfeld on finding opportunities in the closed-end fund space. https://lnkd.in/eC4ektPd.?? Photo credit: Mary Beth Koeth
Thomas J. Herzfeld Advisors, Inc.
金融服务
Miami Beach，Florida 253 位关注者
Boutique Investment Management Firm. Since 1984.
关于我们
Thomas J. Herzfeld Advisors, Inc. (TJH), founded in 1984, is one of the first investment management firms in the United States to exclusively specialize in the field of closed-end funds (CEF). TJH and its affiliates offer individuals and institutions highly customized and active investment management strategies spanning the CEF and 1940 Act universe. TJH's publicly traded fund is proud to have a female majority board. The firm created the industry benchmark, featured in BARRON's weekly since 1987. TJH has been independently verified, and claims compliance with the Global Investment Performance Standards (GIPS?). For more information, please contact us at 305-TJH-FUND.
- 网站
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https://www.herzfeld.com
Thomas J. Herzfeld Advisors, Inc.的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Miami Beach，Florida
- 类型
- 私人持股
- 创立
- 1984
- 领域
- Separately Managed Accounts、Closed-End Fund investments、Asset Management、Fixed Income、Low duration, yield、Female majority board和Caribbean Basin
地点
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主要
获取路线
119 Washington Ave
US，Florida，Miami Beach，33139
Thomas J. Herzfeld Advisors, Inc.员工
动态
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"Herzfeld’s Paylor Proves Prescient as Closed-End Munis Excel," Bloomberg's Martin Z. Braun interviews Portfolio Manager, Ryan Paylor: "Portfolio manager Ryan Paylor last year predicted that closed-end municipal bond funds could return 20% in 2024. He’s sticking with his forecast."?Log in to read full article on Bloomberg: https://lnkd.in/eqn-R_YE
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TJH is excited to announce that four of its investment strategies received 5-Star Overall?Morningstar Ratings?for the quarter ended December 31, 2023.??View ratings summary below.?Please contact us for more information. (Note that readers should review the criteria for each award as reflected on the third party’s webpage. In addition, any awards reflect past performance and may not reflect the current performance or status of the firm and may no longer be applicable. Contact us for more information on how the ratings are apportioned and for full disclosures regarding third party news and awards.)
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Thomas J. Herzfeld Advisors, Inc. Portfolio Manager, Alex Knapp, CFA, recently spent some time in Asia last month meeting with investors and attending the SALT iConnections Asia conference in Singapore. This conference brought together some of the most influential institutional investors from the APAC region. Welcome home, Alex!
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