Closed-End Fund Advisors In the News
2024
- NAVigator. John Cole Scott: Digging into lesser-known interval fund picks, October 11, 2024.
- NAVigator. John Cole Scott on four funds to consider in the fourth quarter, September 27, 2024.
- NAVigator. John Cole Scott on the potential benefits of sector swapping, September 9, 2024.
- NAVigator. John Cole Scott on how funds perform after tenders, closings, and dividend changes, August 30, 2024.
- Bloomberg. John Cole Scott quoted: Bill Ackman Raised No Money, August 1, 2024.
- NAVigator. John Cole Scott on where closed-end funds stand at mid-year, July 26, 2024.
- TradeTalks. John Cole Scott to discuss what makes closed-end funds unique, July 16, 2024.
- Bloomberg. John Cole Scott: Ackman Touts Berkshire as Model for Closed-End Fund Ahead of IPO, July 12, 2024.
- Ignites. John Cole Scott, Fee Waivers Aim to Lift Franklin Interval Fund Out of 'Valley of Death', July 8, 2024.
- Bloomberg. John Cole Scott, Bill Ackman Bets on US Closed-End Fund Despite Lean Years for Sector, July 5, 2024.
- NAVigator. John Cole Scott, picking between funds is about much more than big yields, July 5, 2024.
- NAVigator. John Cole Scott, BDCs vs. private credit funds, AI impacting money management, June 28, 2024.
- NAVigator. John Cole Scott on new trends reshaping closed-end funds, May 31, 2024.
- Kiplinger. John Cole Scott: 37 Ways to Invest for High Yields, May 21, 2024.
- The NAVigator. John Cole Scott's early Q2 CEF update, April 19, 2024.
- The NAVigator. John Cole Scott's first take on 2024, April 19, 2024.
- Bloomberg. John Cole Scott: Saba ETF piles into Equity CEF's eying big discounts, April 10, 2024.
- CAIA. John Cole Scott, Semi-Liquid Funds: Growth, Fundraising Trends, and Adoption, March 14, 2024.
- WealthManagement. John Cole Scott: FLX Networks’ New Program Aims to Educate Advisors on CEF's, March 13, 2024.
- Fundfire. John Cole Scott: Partners Doubles Down on US Advisor Market with New Growth, Infra Funds, February 28, 2024.
- The NAVigator. John Cole Scott: Examining and deciding between BDCs and muni funds, February 23, 2024.
- In the Nasdaq. John Cole Scott: Opportunities abound in BDCs, municipal bond closed-end funds with InvestmentNews anchor Gregg Greenberg, February 21, 2024.
- CFA Society. John Cole Scott: CEF Activism and BDC Overview, January 17, 2024.
- The NAVigator. John Cole Scott: 2024 look-ahead, January 05, 2024.
2023
- The NAVigator. John Cole Scott: 2023 year in review, December 29, 2023.
- Bloomberg. John Cole Scott: Discount for CEF's below NAV, December 18, 2023.
- LilaMax Media. John Cole Scott: Discount reviewed for Bond CEF's & 2024 CEF Outlook, December 15, 2023.
- The NAVigator. John Cole Scott: Let’s go Black Friday discount shopping, November 24, 2023.
- The NAVigator. John Cole Scott: A rough quarter for CEF's, October 20, 2023.
- The NAVigator. John Cole Scott: Muni discounts keep defying gravity, September 22, 2023.
- The NAVigator. John Cole Scott shares the million ways to build a portfolio with 40 closed-end funds, August 25, 2023.
- The NAVigator - Bonus. John Cole Scott: Discounts are at widest levels in years, hunker down and buy, August 21, 2023.
- EisnerAmper. John Cole Scott: Outlook for investing in closed end funds, the greatest opportunities and challenges, August 03, 2023.
- The NAVigator. John Cole Scott and the funds he is using most for clients now, June 30, 2023.
- AICA NAVigator. John Cole Scott: Recent earnings season for BDCs, June 13, 2023.
- Kiplinger. John Cole Scott: How to Find High Yields in Today's Market, May 6, 2023.
- The NAVigator. John Cole Scott: Private equity’s increasing role in closed-end investing, April 10, 2023.
- Nasdaq TradeTalks. John Cole Scott: What is a Closed-End Fund?, April 05, 2023.
- Wealth Channel. John Cole Scott: The Case For Closed-End Funds, March 22, 2023.
- The NAVigator. John Cole Scott: Upcoming rate, inflation headlines won’t rattle BDCs, March 10, 2023.
- In the Nasdaq. John Cole Scott: Higher yields and the case for CEFs, BDCs and interval funds with InvestmentNews anchor Gregg Greenberg, February 22, 2023.
- The NAVigator. John Cole Scott: How closed-end funds responded to the '23 hot start, February 03, 2023.
2022
- The NAVigator. John Cole Scott: Expect the weak to get stronger in 2023, December 30, 2022.
- The NAVigator. John Cole Scott reviews the year 2022, December 23, 2022.
- Nasdaq Trade Talks. John Cole Scott explains why it's important for investors to have granular level data on closed-end funds, December 21, 2022.
- Nasdaq Trade Talks. John Cole Scott talks about The Key Features of a Listed Closed-End Fund and What Makes Them Compelling Investments, December 20, 2022.
- The NAVigator. John Cole Scott goes discount shopping for Black Friday, November 25, 2022.
- The NAVigator. John Cole Scott: "Rate uncertainty creates values in muni bonds", November 04, 2022.
- The NAVigator. John Cole Scott: "Comparing floating-rate and senior loan funds with preferred-securities funds", September 30, 2022.
- The NAVigator. John Cole Scott: "The difference between funds with discounts or premiums is more than pricing", August 5, 2022.
- The NAVigator. John Cole Scott: "Expect positive surprises for second-quarter earnings season", July 15, 2022.
- The NAVigator. John Cole Scott: "No time like the present for tax-loss sales", June 24, 2022.
- John Cole Scott quoted in FundFire article 'Cliffwater's $8B Interval Fund Leads Way as RIA Market Sales Boom', June 15, 2022.
- The NAVigator. John Cole Scott talks about five 'plain vanilla' closed-end funds, June 03, 2022.
- John Cole Scott quoted in InvestmentNews, June 02, 2022.
- The NAVigator. John Cole Scott talks about the search for funds in today's 'painful, ugly shocking' closed-end environment, May 06, 2022.
- The NAVigator. John Cole Scott talks about 'Closed-end fund 2.0' and how it is off to a strong start, March 04, 2022.
2021
- The NAVigator. John Cole Scott's crystal ball view of 2022 in closed-end funds, December 30, 2021.
- The NAVigator. John Cole Scott the high number of closed-end funds are currently trading at premiums, December 23, 2021.
- The NAVigator. John Cole Scott: The outlook for BDCs is strong heading into 2022, November 02, 2021.
- The NAVigator. John Cole Scott dispels the notion that closed-end funds are only suited for retirees, October 12, 2021.
- The NAVigator. John Cole Scott the right mix of closed-end funds creates a quasi-bond, August 27, 2021.
- NASDAQ Trade Talks. John Cole Scott on Research, Data Analytics, and Consulting for Institutional Investors and Fund Sponsors, August 18, 2021.
- The NAVigator. John Cole Scott on discounts vs. dollars, the recovery and what's next, July 2, 2021.
- Fund Board Views. John Cole Scott in a Q&A about "Boulder letter, closed-end funds, and activist investors", June 15, 2021.
- The Wall Street Transcript. John Cole Scott "Closed End Funds are High Yielding Reliable Cash Flows", May 28, 2021.
- The NAVigator. John Cole Scott says that finding big discounts is hard, but closed-end funds remain attractive, May 7, 2021.
- Kiplinger. John Cole Scott "35 Ways to Earn Up to 10% on Your Money", April 30, 2021.
- WealthManagement. John Cole Scott "Redemption Requests Slow Inflows to Real Estate Interval Funds", April 23, 2021.
2020
- The NAVigator. John Cole Scott compares 2020 to unusual years from the past and looks ahead at the opportunities of 2021, December 31, 2020.
- The NAVigator. John Cole Scott discusses how closed-end funds can trade at big discounts yet still not be relatively cheap, December 4, 2020.
- The NAVigator. John Cole Scott answering three questions and giving 2 ticker symbols worth following in one wide-ranging interview, October 30, 2020.
- The NAVigator. John Cole Scott revisits a year of The NAVigator and looks ahead, September 25, 2020.
- John Cole Scott Interview for Debtwire Municipals: "Nuveen muni closed-end fund IPO biggest in years; fund could seek some familiar names, expert says", September 10, 2020.
- John Cole Scott, interview for The NAVigator. Where closed-end funds stand after a strong-but-volatile 2nd quarter, July 10, 2020.
- John Cole Scott Quoted in Financial Advisor magazine article "Hunkering Down With Closed-End Funds", June 4, 2020.
- John Cole Scott, interview for The NAVigator. Despite liquidity concerns, non-listed interval funds can be an attractive choice, May 08, 2020.
- CEF Advisors Scott: Discounts have narrowed but bargains remain, April 10, 2020.
- John Cole Scott, interview for The NAVigator. As discounts grow and yields rise, closed-end funds look good amid market turmoil, March 13, 2020.
- John Cole Scott, interview for The NAVigator. Muni bonds and preferred stocks are key closed-end income picks, February 21, 2020.
- John Cole Scott, interview for The NAVigator. Return of capital isn't always the bad sign investors believe it to be, February 7, 2020.
- The NAVigator. John Cole Scott answers questions on closed-end fund basics, January 17, 2020.
- John Cole Scott, interview for The NAVigator.Three decades of data and change give a glimpse into the future, January 3, 2020.
2019
- John Cole Scott, interview for The NAVigator. AICA's founding chairman looks back on 2019 and ahead to 2020, December 27, 2019.
- John Cole Scott, interview for The NAVigator. Answers on cash-flow generation, tax-loss selling and more, November 15, 2019.
- John Cole Scott, interview for The NAVigator. Welcome to The NAVigator!, September 27, 2019.
- John Cole Scott interviewed on Seeking Alpha. The Ups And Downs Of CEF Investing, May 25, 2019.
- Fixed Income and Yield: Best Strategies for Today. John Cole Scott, panelist at ETP Forum - NYC, April 30, 2019.
- Chuck Jaffe, Sr. Columnist for Market Watch, interviews John Cole Scott for the MoneyLife Market Call, April 2, 2019.
2018
- Often Ignored, Closed-End Funds Have Some Big Advantages - Jane Wollman Rusoff, ThinkAdvisor , November 8, 2018.
- Looking for Higher Yields? Try Lending Money - Heather Perlberg, Bloomberg , November 6, 2018.
- Blackstone Lands Interval Funds at Wirehouses - Tom Stabile, Fund Fire , October 31, 2018.
- Chuck Jaffe, Sr. Columnist for Market Watch, interviews John Cole Scott for the MoneyLife Market Call , October 1, 2018.
- Why Closed-End Funds Could Deliver a Powerful Income Portfolio Boost. John Cole Scott on The Street Webcast , September 17, 2018.
- BlackRock merges closed-end New Jersey muni funds. John Cole Scott quoted on Fund Action. , June 12, 2018, by Noah Zuss.
- John Cole Scott quoted on Kiplinger. 3 Ways to Earn 5% to 9% from Closed-End Funds, May 10, 2018, by Tom Petruno.
- John Cole Scott interviewed on Seeking Alpha. What's So Great About CEF Investing, April 22, 2018.
- John Cole Scott quoted on Kiplinger. Earn Up to 9% With These Closed-End Funds, February 1, 2018, by Ryan Ermey.
2017
- Chuck Jaffe, Sr. Columnist for Market Watch, interviews John Cole Scott for the MoneyLife Market Call , December 15, 2017.
Tickers Discussed: PML, PMF, ARDC, CSWC; during "Hold It or Fold It:" BIF, GOF, JPC, CCD, FMO - Investius: Beyond Income, December 3, 2017.
- John Cole Scott quoted on Bloomberg. This Is the Low-Profile, High-Stakes World of Venture Lending, November 2017, by Jon Asmundsson.
- Investius: Risk. John Cole Scott interviewed by Chris Allen, November 5, 2017.
- Investius: Alternatives. John Cole Scott interviewed by Chris Allen, November 5, 2017.
- Investius: Global. John Cole Scott interviewed by Chris Allen, October 30, 2017.
- Investius: Distributions. John Cole Scott interviewed by Chris Allen, October 16, 2017.
- Investius: Discounts. John Cole Scott interviewed during The CEF Association Event, September 20, 2017.
- Chuck Jaffe, Sr. Columnist for Market Watch, interviews John Cole Scott for the MoneyLife Market Call , June 27, 2017.
Tickers Discussed: RA, AOD; during "Hold It or Fold It:" EGIF, PDI, PCI, IGD, JRS, CTR - John Cole Scott quoted on Kiplinger. 29 Ways to Earn 1% - 10% on Your Money in 2017, June 2017, by Daren Fonda.
Our ideas range from low-risk municipal bonds to high-risk mortgage REITs. - CEF Advisors Provides Data for CEFs and BDCs as of 3/31/17 and Quarterly Research Replay and Slides, April 26, 2017.
- Managed Management: A Conversation With A Closed-End Fund Advisor, Pt. 2, March 7, 2017.
- Managed Management: A Conversation With A Closed-End Fund Advisor, Pt. 1, March 6, 2017.
- Chuck Jaffe, Sr. Columnist for Market Watch, interviews John Cole Scott for the MoneyLife Market Call , February 9, 2017.
- CEF Advisors Launches 25 Indexes to Cover the Entire $265 Billion US Listed Closed-End Fund (CEF) and Business Development Company (BDC) Universe, February 9, 2017.
- 11 REIT Plays for Income and Inflation Protection. John Cole Scott quoted in Barron's Article, January 21, 2017.
- CEF Advisors Provides Data for CEFs and BDCs as of 12/30/16 and Quarterly Research Replay and Slides, January 19, 2017.
2016
- Investius News: Discounts as "Leverage". One way to look at closed-end fund discounts is to view them as "free leverage," says John Cole Scott of CEF Advisors, December 5, 2016.
- A Closed-End Fund Shopping List. John Cole Scott quoted in Barron's Article, December 3, 2016.
- It's Time to Take a Fresh Look at MLPs. John Cole Scott quoted in Barron's Article, October 22, 2016.
- CEF Advisors Provides Data for CEFs and BDCs as of 9/30/16 and Quarterly Research Replay and Slides, October 14, 2016.
- Gregg Greenberg Interviewed John Cole Scott on The Street. Four Closed-End Funds to Feel Good About Even if Rates Rise, October 10, 2016.
- Chuck Jaffe, Sr. Columnist for Market Watch, interviews John Cole Scott for the MoneyLife Market Call , October 4, 2016.
Tickers Discussed: CXE, SAR, JPW; during "Hold It or Fold It:" NUW, ETV, CET, IRR, GDV - Investius: Interest Rates, October 3, 2016.
- Investius: 'Trifecta' Opportunity, September 26, 2016.
- Investius: CEF Market Update, September 19, 2016.
- CEF Advisors Adds Model Tracking Service for Individuals and Advisors for its 17 CEF/BDC Core Portfolio Offerings, August 26, 2016.
- Seeking Alpha: John Cole Scott Pulls The Cloak Off Closed-End Funds, July 25, 2016.
- Gregg Greenberg Interviewed John Cole Scott on The Street. Four Closed-End Funds With Large Upside and Low Volatility, July 18, 2016.
- Closed-End Funds Paying Up to 11% Yield. John Cole Scott quoted in Yahoo! Finance Article, June 29, 2016.
- Chuck Jaffe, Sr. Columnist for Market Watch, interviews John Cole Scott for the MoneyLife Market Call, June 16, 2016.
Tickers Discussed: CEM, EMO, CTR, CBA, EMO, CTR, CBA, ABDC, THQ. During "Hold It or Fold It:" MCN, PPR, PGP, AFB, CSQ. - CEF Advisors to Increase Prices for Expanded Data Offerings, June 7, 2016.
- AfterMarket Webinar - A Success Story. LederMark's Gerri Leder spoke with special guest and nationally recognized closed-end fund expert John Cole Scott about the successful growth of his firm, 103 percent, since 2010, May 23, 2016.
- John Cole Scott quoted on Kiplinger. Income Investing: Closed-End Funds to Earn 5% - 11%, May 2, 2016, by Daren Fonda.
- Gregg Greenberg Interviewed John Cole Scott on The Street. 4 Closed-End Funds Trading at a Discount , April 22, 2016.
- John Cole Scott, CIO at CEF Advisors presented at Capital Link's 15th Annual CEF/BDC/ETF Conference. Advisor Panel - Bringing it all Together in Client Portfolios, April 21, 2016.
- Charlie Wright Interviews John Cole Scott on Strategic Investor Radio, March 29, 2016.
John Cole Scott, a previous guest about a year ago, provides an update on Closed End Funds and discusses Business Development Companies (BDC's). He discusses the CEF world, about 600 funds managing about $300 Billion in total assets, and sell at a discount or premium to NAV. - Investius Interview: Diversification & Correlation with John Cole Scott, March 28, 2016.
When diversifying your portfolio, fund correlation may be an important consideration, says John Cole Scott, CIO, CEF Advisors. - John Cole Scott quoted in Fund Action, "Wide Discounts Driving CEF Activism", February 22, 2016, by Mike Schnitzel
- Loan Valuations Draw Scrutiny, The Wall Street Journal, February 11, 2016.
John Cole Scott quoted on Collateralized Loan Obligation (CLO) valuation in Business Development Companies.
(subscription required) - Chuck Jaffee MoneyLife "Market Call" Interview of John Cole Scott, CIO at CEF Advisors, January 15, 2016.
We discussed the firm's investment approach, sectors and funds we currently see as attractive Master Limited Partnership (MLPs), Municipal Bond, US Equity and Debt focused (BDCs), as well as, commentary on some of Chuck's listeners CEFs of interest for his well-known "Hold It or Fold It" segment. - Investius Interview: Thinking International with John Cole Scott, January 11, 2016.
Closed-end funds may appeal to investors thinking about international strategies for portfolio diversification, says John Cole Scott of CEF Advisors.
2015
- Gregg Greenberg Interviewed John Cole Scott on The Street. These High-Yielding Closed End Funds Will Boost Your Portfolio, October 26, 2015.
- Morgan Stanley's Pioneer of China Investing Falls on Hard Times, September 20, 2015.
- Investius Interview: CEF IPO Perspective with John Cole Scott, August 24, 2015.
- Investius Interview: Tax Sensitive Ideas with John Cole Scott, August 1, 2015.
- Money Life Talk Show Interview of John Cole Scott by Chuck Jaffe, June 30, 2015.
- Gregg Greenberg Interviewed John Cole Scott on The Street. Four CEFs Attractive for Current Yield: MCC, BTA, ETY, JMF, April 24, 2015.
- Charlie Wright Interviews John Cole Scott on Strategic Investor Radio, April 16, 2015.
Closed-end funds are certainly not as known or as popular as mutual funds, but they can be a very productive investment, especially for those seeking yield, and should be worthy of consideration for many investors. John Cole Scott, second generation owner of Closed-End Fund Advisors, Inc., is Portfolio Manager, and the firm publishes "The Scott Letter: Closed-End Fund Report". CEFA is an excellent source for information on closed-end funds. John is a savvy investment analyst and articulately makes his case on opportunities through closed-end funds. - Fourth Quarter 2014 Earnings Call and Business Development Company (BDC) Outlook for 2015, February 12, 2015.
- Investius Interview: High Yield Bond CEFs with John Cole Scott, February 3, 2015.
- Money Life Talk Show Interview of John Cole Scott by Chuck Jaffe, January 12, 2015.
2014
- Investius Interview: "Unloved" Senior Loan CEFs, featuring John Cole Scott, December 15, 2014.
- Investius Interview: Muni CEFs: Featuring John Cole Scott of CEF Advisors, November 17, 2014.
- Capitala, Medley & New Mountain Finance Offer BDC Opportunities: John Cole Scott Sits Down with Gregg Greeneberg at The Street, October 31, 2014.
- Financial Advisors Panel The Fourth Annual Pristine CEF Conference in New York City, October 29, 2014.
- Advantages of Tax-Free Municipal Bond, Investing Panel, Pristine Advisers� 4th Annual Closed-End Fund Investment Strategies Conference, October 29, 2014.
- Video: Business Development Company ("BDC") Boot Camp for Debt-Based Funds presented by John Cole Scott, September 27, 2014.
- Press Release: Hennion & Walsh Announces New SmartTrust(R) and Closed-End Fund Advisors (CEFA) Strategic Partnership, September 29, 2014.
- Video: Advisor Perspective: Closed-End Funds and The Secondary Markets with John Cole Scott, August 28, 2014.
- Investius interviews John Cole Scott on the "Discount View" of closed-end funds at Morningstar�s 26th Investment Conference, July 7, 2014.
- John Cole Scott speaks about distribution downturns with Investius, May 5, 2014.
- John Cole Scott on The Street with Greg Greenberg Covering Some Attractive CEFs Based on Yield, Discounts and NAV Performance, April 24, 2014.
- MoneyLife Talk Show host Chuck Jaffe interviews John Cole Scott, April 16, 2014.
- John Cole Scott gives a guest lecture entitled "Crash Course on Closed-End Funds: Inefficient Securities with Above Normal Yield" to the Capital Market Class at Virginia Commonwealth University on April 3, 2014.
- Patricia Baronowski-Schneider, Founder/President of Pristine Advisers cites John Cole Scott's communication skills in "Closed-End and Open-Minded: Successful Financial Communications," March 6, 2014.
- ROC View with John Cole Scott, a YouTube video on return of capital, February 7, 2014.
- Lewis Fein with Pristine Advisers interviews John Cole Scott of Closed-End Fund Advisors for "Profiles in Excellence", February 6, 2014.
2013
- Video: John Cole Scott interviewed on Benzinga Pre-Market Show on Closed-End Fund Trading, December 27, 2013.
- Audio: Chuck Jaffe interviews John Cole Scott on Closed-End Fund Trends and Opportunities, Moneylife Market Call, December 19, 2013.
- Video: John Cole Scott discusses CEF Munis in "Munis Boring? Uh uh," Investius, December 2, 2013.
- Video: John Cole Scott moderates presentation at Pristine Advisers CEF Conference, Magoon Capital's YYY: An ETF based on a CEF Index with Q&A, November 6, 2013.
- Video: Gregg Greenberg of The Street interviews John Cole Scott on "Don't Fear Closed-End Fund Volatility," November 7, 2013.
- Video: John Cole Scott participates as panelist in Pristine CEF Conference's "Discussion with Fund Managers and Financial Advisors," New York, New York, November 6, 2013.
- White Paper: "How to Analyze Destructive Return of Capital for Closed-End Funds," John Cole Scott, September 30, 2013.
- "Managing Risk in an Above Normal Yielding Closed-End Fund Portfolio,� Capital Link�s CEF & ETF Newsletter, September 9, 2013, page 27.
- John Cole Scott speaks on closed-end-fund preparation in an interview with Investius, September 9, 2013.
- Gundlach Reverses Course on Interest Rates, Investment News, August 29, 2013.
- The Discount Illusion by Stan Luxenberg, WealthManagement.com, August 6, 2013.
- Third-Largest Closed-End Fund Data Provider Is Looking to Grow StreetID, July 31, 2013.
- Buy Muni Funds After Dividend Cut by Stan Luxenberg, The Street, July 11, 2013.
- Excerpt of June 26, 2013 webcast on Equity Call Funds, moderated by John Cole Scott, Pristine Advisors Quarterly CEF Newsletter, July 2013.
- Video: Investius interviews John Cole Scott on "CEF Volatility," July 1, 2013.
- Video: Investius posts John Cole Scott's comments on "Thumbs-Up on MLP Funds," June 29, 2013.
- Video: "Closed-End Funds Picking Up the Pace." Ashley Redmond, Associate Editor of Morningstar Research, Inc. interviews John Cole Scott at Chicago closed-end fund conference, June 12, 2013.
- "Crash Course on CEFs, Benefits and Risks in a Rising Rate Environment," presentation by John Cole Scott at CFA Institute meeting, Tampa, Florida, May 14, 2013. Audio file and presentation slides now available for downloading.
- Video: Chuck Jaffe with MoneyLife Interviews John Cole Scott on "CEF Research Tips, Ideas and Commentary," (funds mentioned: BDJ, PHK, CET, TYY, MIN, BTF). More information about MoneyLife available: www.moneylifeshow.com/highlights.asp.
- Closed-End-Fund Yields Eclipse Those of Mutual Funds, ETFs by Jason Kephart, Mutual Funds & ETFs, April 30, 2013.
- Video: John Cole Scott interviewed by Gregg Greenberg from The Street on Closed-End Muni Bond Funds, April 25, 2013.
2012
- CEFA�s Closed-End Fund Universe: Expanded Coverage and Created User-Friendly Interface CEFA press release, May 15, 2012.
- "MSIM Takes Action on Closed-End Funds," by Cathy Scott, Fund Industry Intelligence (formerly Fund Action), May 14, 2012.
- John Cole Scott serves as a panelist in ""Building a Better Global Portfolio:Closed-End Funds Webcast," April 26, 2012.
- John Cole Scott quoted in "Blackstone Group Plans Third Closed-End Fund", Fund Action, April 16, 2012.
- "The Emerging Asian Debt Market: Looking Beyond the Indexes," by Jason Van Steenwyk, Global Investor Spotlight, April 12, 2012.
- Gross Fund at 66% Premium Shows Pimco Allure in Quest for Yield, Sree Vidya Bhaktavatsalam and Alexis Leondis, Bloomberg.com, February 16, 2012.
- Video: John Cole Scott, Portfolio Manager, Closed-End Fund Advisors, sits with Registered Rep's Editor-in-Chief, David Geracioti to discuss how closed-end funds are a great way to get yield in a low interest rate environment, TD Ameritrade Institutional 2012 National Conference, Orlando, Florida, February 2, 2012.
- "Guarantee Me - Where art thou, mine lifetime income investment?", Stan Luxenberg, Registered Rep, January 19, 2012.
2011
- John Cole Scott quoted in "Should You Buy High-Yield Closed-End Funds?" Stan Luxenberg, The Street, November 22, 2011.
- Interview with John Cole Scott, "Closed-End Funds Have an Extra Kick", Lavonne Kuykendall, Investment News, September 18, 2011.
- "BlackRock Plots Closed-End Fund", Jason Kephart, Fund Indusry Intelligence quotes John Cole Scott presented in its September 13, 2011 Fund Action article.
- Interview with John Cole Scott, Closed-End Funds Offer Yield, Diversification, Greg Greenberg, The Street, June 8, 2011.
- Audio: Generating Retirement Income in a Low InteretRate Environment (with Closed-End Funds), CEF Network Presentation, New York Stock Exchange, New York, June 1, 2011. Slides-only also available.
- Joint Webinar Event: Retirement Plan Options for Small Business Owners, Kelli Meadows, CPA, Partner, Meadows Urquhart Acree & Cook, LLP and "Generating Retirement Income with CEFs", John Cole Scott, CFS, Portfolio Manager & Executive VP, Closed-End Fund Advisors, Inc., March 30, 2011. Slides-only for combined presentation also available.
2010
- John Cole Scott quoted in Private Equity Firm to Enter Fund Biz, Jason Kephart, Fund Action, October 6, 2010.
- Deep Discounts Abound for Closed-End Stock Funds, John Waggoner, USA Today, September 2010.
- Press Release: CEFA's Closed End Fund Universe Significantly Improved: Second Anniversary, Four New Data Points and New Contact, Closed-End Fund Advisors, May 2010.
- Video interview with John Cole Scott, Capital Link's Closed-End Fund Forum, New York, April 2010.
2009
-
CEFA Presentation Slides: Investment Opportunities with Closed-End Funds, John Cole Scott, American Association of Individual Investors, Atlanta, GA Chapter, December 2009.
For audio: Audio presentation - CEFA Presentation Slides: Benefits of Investing in CEF's, John Cole Scott, Benefits of Investing in CEFs, webinar at NYSE, October 2009.
- Closed-End Funds Back With a Vengeance, Dan Seymour, The Bond Buyer, September 2009.
- Be Choosy About Closed-End Equity Funds, J.R. Brandstrade, Barron's, August 2009.
- Dividends at a Discount: 3 Cheap Bond Funds, Jason Kephart, SmartMoney, July 2009.
2008
- Discount Gap Widens on Closed-End Funds, David Hoffman, Investment News, October 2008.
- Remembering John Templeton, Aaron Kremer, RichmondBizSense.com, August 2008.
- Press Release: CEFA Offers Comprehensive Weekly Data Service Covering the Closed-End Fund Industry, Closed-End Fund Advisors, April 2008.
- "Failed" Auctions Spell Opportunity, Experts Say, David Hoffman, Investment News, February 2008.
2007
- Now That Rates Are Two Sizes Smaller, What's a Who To Do?, John Waggoner, USA Today, December 2007.
- Press Release: CEFA Outperforms 568 Mutual Funds in 2006, Closed-End Fund Advisors, January 2007.
2006
- Closed-End-Fund Offerings Rouse Some Investors, David Hoffman, Investment News, December 2006.
- White paper: A Unified Theory of Open-End Fund Flows and Closed-End Funds Discounts: A Dynamic Equilibrium Model of Mutual Funds, Bin Wei, Fuqua School of Business, Duke University, September 2006.
- Conversion Clause Fund Trims Discounts, David Hoffman, Investment News, June 2006.
2005
- Primed For Income, Eric Uhlfelder, Investment Advisor, September 2005.
- For Investors: Funds with Everyday Sale Prices, Thomas Watterson, Christian Science Monitor, January 2005.
2004
- Interview Transcript: Investing In CEF & ETF - Investment Opportunities, George Cole Scott, Capital Link CEF Forum, December 2004.
- Confusion over Closed-End Funds Presists, Deborah Brewster, Financial Times, August 2004.
2003
- Global Investing: Closed-End Funds Discount Narrows, Laura Foster, Financial Times, August 2003.
- Buying Quality at Discount: Closed-End Funds, John Cole Scott, Senior Consultant, July 2003.
- Real Estate Closed-End Funds Gain in Popularity, David Hoffman, Investment News, June 2003.
2002
- White paper: The Closed-End Fund Discount, Elroy Dimson and Carolina Minio-Paluello, The Research Foundation of AIMRTM, December 2002.
- Cheap Closed-End Funds are the Best Kind, John Waggoner, USA Today, June 2002.
2000
- Capitalizing on the Yearend Dash, Mara Der Hovanesian, Business Week, December 2000.
1999
- Y2K and Closed-End Funds, George Cole Scott, Closed End Fund Center, June 1999.
- Discounts Spark Investor Caution, But May Warrant a Closer Look, Pui-Wing Tam, Wall Street Journal, May 1999
- Why Closed-End Funds Make Sense in Volatle Markets, George Cole Scott, Closed End Fund Center, April 1999.
1998
- In Strategic-Income Funds, Risks Are Limited: Promising Plays for the Prudent, Yield-Hungry and Long-Looking Investor, Barbara Wall, International Herald Tribune, April 1998.
- BEA Associates Leads Way in Selling CEF Right to Investors, Steve Daniels, Investment News, April 1998.
