Group 1 - Many high yield ETFs and closed-end funds experience capital and distribution decay, which can be mitigated through rotational strategies rather than treating these funds as long-term investments [1] - A 5-factor ranking system was designed in 2016 to monitor performance over several years, leading to the identification of the eight best-ranked closed-end funds for investment [1] Group 2 - Fred Piard, a quantitative analyst with over 30 years of experience, focuses on data-driven systematic strategies and manages a portfolio of quality dividend stocks and innovative tech companies [2] - The investing group led by Fred Piard also provides market risk indicators, real estate strategies, bond strategies, and income strategies in closed-end funds [2]
HIPS: The Index Change Was Not An Improvement
Seeking Alpha·2026-01-13 22:52