John Scott

Portfolio Manager & EVP,
Closed-End Fund Advisors

John is Portfolio Manager & EVP at Closed-End Fund Advisors, a Registered Investment Advisory Firm. He has specialized in CEF research and trading since 2001. John manages three of the firm's six portfolio models, writes regularly for "The Scott Letter: Closed-End Fund Report", is Editor of the firm's blog and founded the firm's weekly CEF data service "CEFA's Closed-End Fund Universe" in 2008.

How to Analyze Destructive Return of Capital for Closed-End Funds
VIEWPOINTS: John Scott, EVP, Portfolio Manager, Closed-End Fund Advisors; For many years closed-end fund (CEF) investors have looked at return of capital (RoC) in CEFs either as negative, because it can be thought of as eroding the fund’s net asset value (NAV), or as positive because it can be used for tax-deferred income generation.
Predicting Dividend Changes
Closed-End Fund Advisors started tracking two new data points we thought would help us select and compare dividend risk for a closed-end fund. They are: Undistributed Net Investment Income Trend (UNII) and Earnings Trend. By taking the slope of the last three UNII and earnings figures for a fund, a trend is determined as “up”, “flat” or “down”
Closed-End Fund Activism Panel
It was my pleasure to moderate the “Closed-End Fund Activism” panel January 22 in New York at the Fourth Annual Activist Investment conference.
Contrarian Investing with Closed-End Equity Funds: Is Anything Still Cheap?
From our experience, if you are interested in closed-end funds, then you typically fall into two groups of investors: dividend seekers or contrarian investors.
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