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
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  • TY
    Tri Contl Cp
  • $11.24
  • -0.27%
  • $11.23

No Analysis added

People owning TY also tend to own: AHOAPFCAQCHLGFGIMHBC

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  • WIW
    Western/claymr Fd
  • $12.2904
  • +0.74%
  • $12.08

No Analysis added

People owning WIW also tend to own: AMFAPFBDTBLNEWJEWUGF

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  • MGF
    M F S Govt Mkt Tr
  • $7.24
  • -0.55%
  • $7.19

No Analysis added

People owning MGF also tend to own: AMFAPFBDTBLNEWJEWUGF

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  • +
  • RSP
    Rydex Etf Rdx S&p
  • $37.83
  • -0.50%
  • $37.80

No Analysis added

People owning RSP also tend to own: AMFAPFBDTBLNEWJEWUGF

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  • GF
    Germany Fund New
  • $12.13
  • -2.26%
  • $12.29

No Analysis added

People owning GF also tend to own: AHOAPFCAQCHLGIMHBCHTX

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  • PPT
    Putnam Premier In
  • $6.06
  • +0.83%
  • $6.03

No Analysis added

People owning PPT also tend to own: AMFAPFBDTBLNEWJEWUGF

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  • +
  • GVT
    Grail Amern Beaco
  • $31.77
  • -1.82%
  • $31.81

No Analysis added

People owning GVT also tend to own: AMFAPFBDTBLNEWJEWUGF

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  • +
  • LQD
    Ishares Gs $ Inve
  • $105.95
  • -0.47%
  • $106.53

No Analysis added

People owning LQD also tend to own: AMFAPFBDTBLNEWJEWUGF

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