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 3/31/23Download Report