Group 1 - The article discusses the development of a closed-end fund (CEF) income portfolio, focusing on finding solid funds that align with bullish themes while generating income [1] - The author emphasizes a macro-oriented and data-driven investment approach, aiming to identify narrative trends before they become mainstream [2] - The investment philosophy includes holding idiosyncratic positions and managing risk through disciplined position sizing rather than solely relying on security selection [2] Group 2 - The author has a beneficial long position in the shares of GEV, indicating a personal investment interest in the company [2] - The article does not provide specific investment recommendations or guarantees regarding future performance, highlighting the inherent uncertainties in investment [3]