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What Is A CEF, How Does It Work And Should You Buy It A Discount To NAV?

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Jacob Wolinsky
Published on
Updated on
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This is part 1 of a multi-part post on Eric Boughton, the Chief Analyst at Matisse Capital. In this post, Eric talks about CEFs and explains why they could be an integral part of your portfolio.

  • See Part 2 here: Eric Boughton: Why Do The Investor Inflows And Outflows Matter?
  • See Part 3 here: Eric Boughton: How Large Is Matisse Capital’s Position In Pershing Square?

Q1 hedge fund letters, conference, scoops etc

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Josh: Welcome to today’s podcast. We have a special guest in the studio today named Eric Boughton. Eric is the chief analyst of Matisse Capital and he’s here today...

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and six kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.