New Insight Video on the Opportunity in Municipal Bonds
Please check out our interview with Daniel Lippincott where he explains the current opportunity in Municipal bonds. Learn more
Our conservative balanced strategy aims to grow invested capital over the long-term. It is designed to deliver current income and capital appreciation through an actively managed, diversified, value-oriented portfolio allocation. Karpus’s conservative balanced strategy typically allocates between 10% and 50% of portfolio assets in stocks and 50% to 90% of assets in a combination of bonds and cash.
Our conservative balanced portfolio is focused on capitalizing on the market inefficiencies of trading closed-end funds at discounts. However, we also utilize preferred securities, special purpose acquisition companies (pre-acquisition) (SPACs), exchange traded funds, and mutual funds.
Periods ending 3/31/24
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