Karpus Management
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average rating: 3.57 / 7 ratings
DESCRIPTION:

Date updated:08-07-2007

Karpus Investment Management is a $750 million dollar independent Registered Investment Advisory firm based in Pittsford, New York. KIM excels at both domestic and international equity management.

Our methodology emphasizes:

Multi-asset/multi manager diversification: Reduces risk by minimizing the impact of any single investment style or asset class.

Closed-end funds: Exploits market inefficiencies to increase portfolio performance. Closed-end funds have a fixed number of shares, which typically trade at discounts to their net asset value—like buying a dollar for 75 cents.

Exchange-traded funds: If the discounts on closed-end funds are narrow to net asset value, KIM may use exchange-traded funds as a temporary alternative. This helps keep portfolios safe through diversification into large-cap, mid-cap and small-cap stocks, use of growth and value styles, and domestic and international exposure.

symbol name last price % change open
  • +
  • TY
    Tri Contl Cp
  • $17.22
  • -2.05%
  • $17.50

No Analysis added

People owning TY also tend to own: AHOAPFCAQCHLGFGIMHBC

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  • +
  • WIW
    Western/claymr Fd
  • $11.88
  • -1.00%
  • $11.99

No Analysis added

People owning WIW also tend to own: AMFAPFBDTBLNEWJEWUGF

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  • +
  • MGF
    M F S Govt Mkt Tr
  • $7.02
  • -0.57%
  • $7.02

No Analysis added

People owning MGF also tend to own: AMFAPFBDTBLNEWJEWUGF

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  • +
  • RSP
    Rydex Etf Rdx S&p
  • $41.41
  • -2.70%
  • $42.42

No Analysis added

People owning RSP also tend to own: EFAPHOETFDXGEHLTHJPM

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  • +
  • GF
    Germany Fund New
  • $13.69
  • -3.93%
  • $13.90

No Analysis added

People owning GF also tend to own: AHOAPFCAQCHLGIMHBCHTX

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  • +
  • PPT
    Putnam Premier In
  • $5.85
  • -0.34%
  • $5.90

No Analysis added

People owning PPT also tend to own: AMFAPFBDTBLNEWJEWUGF

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  • +
  • GVT
    Gvt
  • $0.00
  • N/A
  • $N/A

No Analysis added

People owning GVT also tend to own: AMFAPFBDTBLNEWJEWUGF

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  • +
  • LQD
    Ishares Gs $ Inve
  • $101.21
  • +0.03%
  • $101.01

No Analysis added

People owning LQD also tend to own: AMFAPFBDTBLNEWJEWUGF

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