Interesting game played by a British investment trust: buying shares of other investment trusts and holding companies at a discount to their liquidating values.Inthe City of London’s investment trust business, dog eats dog. Thus it is that Daniel Loeb, “activist” investor who shakes up torpid corporate managements, found himself under attack from another activist.Following a shareholder vote on August 14, Loeb pulled off a contentious merger of his London-listed trust with an offshore insurance company that ...

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Universal Trust [NYSE: FT]: Notification of Sources of Distributions Pursuant to Section 19(a) of the Investment Company Act of 1940 Â The Fund's estimated sources of the distribution to be paid on September 30, 2025, and for the fiscal year 2025 year-to-date are as follows: Estimated Allocations for September Monthly Distribution as of August 31, 2025: Distribution Per Share Net Investment Income Net Realized Short-Term Capital Gains Net Realized Lo. ...

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Limited Duration Income Trust [NYSE American: FTF]: Notification of Sources of Distributions Pursuant to Section 19(a) of the Investment Company Act of 1940 The Fund's estimated sources of the distribution to be paid on September 30, 2025, and for the fiscal year 2025 year-to-date are as follows: Estimated Allocations for September Monthly Distribution as of August 31, 2025: Distribution Per Share Net Investment Income Net Realized Short-Term Capital. ...

Group 1 - The article discusses the Invesco Senior Income Trust (NYSE: VVR) and its significant price movement earlier in the year, indicating a two standard deviation change [1] - Binary Tree Analytics (BTA) is introduced as a firm with a background in investment banking and derivatives trading, focusing on providing transparency and analytics in capital markets [1] - BTA specializes in Closed-End Funds (CEFs), Exchange-Traded Funds (ETFs), and Special Situations, aiming for high annualized returns with low volatility [1]

Core Points - Alaris Equity Partners Income Trust has declared a trust distribution of $0.34 per trust unit for Q3 2025, which annualizes to $1.36 per unit [1] - The distribution is scheduled to be paid on October 15, 2025, to unitholders of record as of September 30, 2025 [1] Company Overview - Alaris Equity Partners Income Trust invests in a diversified group of private businesses primarily through structured equity [2] - The main objective of these structured equity investments is to provide stable and predictable returns to unitholders through cash distributions and capital appreciation [2] - The strategy is further enhanced by common equity positions, aligning returns with the founders of the Private Company Partners [2]

Core Insights - Reaves Utility Income Trust (NYSE: UTG) is highlighted as a strong investment opportunity for passive income-focused investors, particularly due to its AI-driven strategies [1]. Company Overview - Roberts Berzins has over a decade of experience in financial management, assisting top-tier corporations in shaping financial strategies and executing large-scale financings [1]. - Berzins has contributed to institutionalizing the REIT framework in Latvia, aiming to enhance the liquidity of pan-Baltic capital markets [1]. Policy Contributions - Significant efforts have been made by Berzins in developing national SOE financing guidelines and frameworks to channel private capital into affordable housing [1]. - Berzins holds a CFA Charter and an ESG investing certificate, indicating a strong foundation in investment principles and sustainable investing [1]. Market Engagement - Berzins has experience with the Chicago Board of Trade, showcasing a diverse background in financial markets despite residing in Latvia [1]. - Active involvement in "thought-leadership" activities supports the development of pan-Baltic capital markets, indicating a commitment to market growth and innovation [1].

Group 1 - The article discusses a shift in investment focus from common stocks, which are perceived as overvalued, to high-quality publicly traded preferred stocks and fixed-income instruments, which are believed to offer potential unrealized returns [1] - The investment group Trade With Beta provides features such as frequent picks for mispriced preferred stocks and baby bonds, weekly reviews of over 1200 equities, IPO previews, hedging strategies, and an actively managed portfolio [1] - The article emphasizes the importance of community engagement among investors, offering a chat room for discussions among sophisticated traders and investors [1]

Core Points - BlackRock Income Trust, Inc. announced the issuance of transferable rights to holders of its common shares as of September 29, 2025 [1] - Holders of these rights will have the opportunity to subscribe for additional shares at a discount to the current market price [1]

Group 1 - The core message of the article is that Angel Oak Financial Strategies Income Term Trust is recommending its stakeholders to vote "FOR" the new investment advisory agreement [1] Group 2 - The announcement is part of the trust's ongoing efforts to enhance its investment strategy and align with best practices in the industry [1] - The new investment advisory agreement is expected to provide improved management and oversight of the trust's assets [1] - Stakeholders are encouraged to participate in the voting process to ensure their voices are heard regarding the trust's future direction [1]

Core Insights - BlackRock Multi-Sector Income Trust (BIT) has successfully completed an over-subscribed rights offering, indicating strong investor interest and confidence in the fund's strategy [1] Group 1: Offering Details - The rights offering was over-subscribed, suggesting that demand exceeded the available shares [1] - The successful completion of the offering reflects positively on the fund's management and investment approach [1] Group 2: Investor Sentiment - The high level of subscription indicates robust investor sentiment towards the BlackRock Multi-Sector Income Trust [1] - This positive reception may lead to increased capital inflow and enhanced portfolio diversification for the fund [1]