Institutional Asset Management

Corporate Governance

When we contact closed-end fund management companies or their Boards of Directors, we address net asset value performance and persistent discounts. Through dialogue, we attempt to close the discount at which the fund trades.

Enhanced Indexing

Because of our investment strategy of buying closed-end funds (CEFs) at discounts, we pay less than the underlying value of the securities in the funds. If discounts aren’t as attractive as we’d like, we purchase open-end mutual funds, exchange traded funds (ETFs), individual Treasuries, or other securities until CEFs are in our predetermined buy range.

The Complexity of Non-Profit Investing

For over 30 years, KIM has assisted non-profit clients.