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Shaker Financial Doubles Down on ETY With 209K Shares Purchase, According to Recent SEC Filing
Yahoo Finance· 2026-01-27 21:13
Shaker Financial Services, LLC initiated a new position in Eaton Vance Tax-Managed Diversified Equity Income Fund (NYSE:ETY), buying 209,180 shares, an estimated $3.21 million trade based on quarterly average pricing, according to a January 26, 2026, SEC filing. What Happened According to a SEC filing dated January 26, 2026, Shaker Financial Services, LLC reported acquiring 209,180 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund. The estimated transaction value is $3.21 million, calculat ...
Shaker Financial Offloads $3.3 Million CSQ Shares, According to Recent SEC Filing
Yahoo Finance· 2026-01-27 21:09
On January 26, 2026, Shaker Financial Services, LLC disclosed in an SEC filing that it sold 171,140 shares of Calamos Strategic Total Return Fund (NASDAQ:CSQ), an estimated $3.26 million trade based on quarterly average pricing. What Happened In a filing dated January 26, 2026, with the Securities and Exchange Commission (SEC filing), Shaker Financial Services, LLC reported selling 171,140 shares of Calamos Strategic Total Return Fund during the fourth quarter. The estimated value of the shares sold was ...
Special Opportunities Fund Announces Results of Year-End Distribution Payable in Cash and Stock
Globenewswire· 2026-01-27 14:41
NEW YORK, Jan. 27, 2026 (GLOBE NEWSWIRE) -- Special Opportunities Fund, Inc. (NYSE: SPE) (the “Fund”) today announced that the price at which shares of the Fund’s common stock will be issued to common stockholders of record as of December 29, 2025 and payable on January 30, 2026 is $14.9506 which is the volume-weighted average trading price of the Fund’s common stock on January 20, 21, and 22, 2026. Substantially the entire $0.70 per share distribution is expected to consist of realized long-term capital ga ...
PTA: Discount Widening Makes This CEF Appealing Again
Seeking Alpha· 2026-01-27 13:19
Core Viewpoint - The CEF/ETF Income Laboratory offers managed portfolios targeting safe and reliable yields of approximately 8% to facilitate income investing [2] Group 1: Company Overview - The CEF/ETF Income Laboratory is managed by a team including Nick Ackerman, who has over 14 years of personal investing experience and has held Series 7 and Series 66 licenses [2] - The service provides expert-level research on closed-end funds (CEFs) and exchange-traded funds (ETFs), focusing on income and arbitrage strategies [2] Group 2: Service Features - The offerings include managed portfolios aimed at achieving yields of 8% or more, actionable income and arbitrage recommendations, and in-depth analysis of CEFs and ETFs [2] - The community consists of over a thousand members, catering to both active and passive investors, with a majority of holdings being monthly-payers to enhance compounding and smooth income streams [2]
中国国新等在九江成立股权投资基金,出资额5亿
天眼查App显示,近日,九江鼎成启航股权投资基金合伙企业(有限合伙)成立,执行事务合伙人为国新 国证投资管理有限公司,出资额5亿人民币,经营范围为以私募基金从事股权投资、投资管理、资产管 理等活动,由九江市工业产业投资引导基金合伙企业(有限合伙)、九江市产投资本运营控股集团有限公 司、中国国新旗下国新国证投资管理有限公司共同出资。 ...
湖南湘投产业投资基金、建信投资等新设基金
Ge Long Hui· 2026-01-27 04:44
格隆汇1月27日|据企查查,近日,湖南建源湘能兴望产业投资基金合伙企业(有限合伙)成立,出资 额10亿元,经营范围包含以私募基金从事股权投资、投资管理、资产管理等活动。股权穿透显示,该企 业由湖南湘投产业投资基金合伙企业(有限合伙)、建设银行全资子公司建信金融资产投资有限公司等 共同出资。 ...
国家发改委:研究设立国家级并购基金;恒旭资本完成第四期旗舰基金首关,规模超20亿丨01.19-01.25
创业邦· 2026-01-27 00:30
Core Insights - The article discusses significant events in the private equity fund market from January 19 to January 25, highlighting government initiatives and new fund establishments aimed at promoting innovation and investment in various sectors [5]. Government-Backed Funds - The National Development and Reform Commission announced plans to establish a national-level merger fund to enhance government investment and promote innovation and entrepreneurship [7]. - The Beijing Zhongguancun Science City Technology Growth Fund is set to invest in five sub-funds, focusing on various sectors including healthcare and robotics [8]. - The Pudong New Area government is launching a 2 billion yuan seed fund to support AI innovation, emphasizing collaboration with educational institutions [8]. - Guangzhou has introduced a pilot program to address financing challenges in technology transfer, allowing for a "first invest, then equity" model [9]. - Jiangsu Nanjing's advanced manufacturing fund is set to invest in high-end equipment and emerging industries, with a target size of 2 billion yuan [9]. Market-Driven Funds - Coller Capital successfully raised $17 billion for its CIP IX fund, marking the largest fund in the company's history, focusing on secondary market investments [14]. - Hengxu Capital completed the first closing of its fourth flagship fund, raising over 2 billion yuan, with plans to reach 3.5 billion yuan [15]. - The Xiamen Torch Fund II, with a size of 1 billion yuan, aims to invest in strategic emerging industries such as new materials and aerospace [16]. - The Hubei Port and Shipping Development Fund expanded to approximately 2.8 billion yuan, focusing on transportation projects [16]. Corporate Investments - Lek Electric plans to invest 190 million yuan in a venture capital fund targeting high-end manufacturing and core technologies [19]. - Ningbo Deyu plans to invest 86 million yuan in a fund focused on robotics and AI [20]. - Silver Technology is investing 50 million yuan in a private equity fund for communication and smart terminal industries [21]. - Wuyang Control's subsidiary intends to invest 30 million yuan in a fund targeting advanced technology and modern services [21].
AVDV: Capturing Growth From Non-U.S. Small Cap Value
Seeking Alpha· 2026-01-26 22:40
Core Viewpoint - The "Sell America" trade is gaining traction due to the declining value of the U.S. Dollar and rising gold prices [1] Group 1: Market Trends - The U.S. Dollar (DXY) is experiencing a decline, prompting investors to reconsider their positions [1] - Gold prices (XAUUSD:CUR) are soaring, which is influencing investment strategies [1] Group 2: Investment Strategies - There is a shift towards high-yield income investments, such as dividend-paying stocks and funds, to support retirement income [1] - The focus is on sectors like Business Development Companies (BDCs), Real Estate Investment Trusts (REITs), Closed-End Funds (CEFs), and Exchange-Traded Funds (ETFs) [1]
Priority Income Fund Announces Redemption of $19.5 Million of its 6.000% Series J Term Preferred Stock Due 2028
Globenewswire· 2026-01-26 21:00
Core Viewpoint - Priority Income Fund, Inc. will redeem 790,000 of its 6.000% Series J Term Preferred Stock due 2028 at a price of $25 per share, with the redemption date set for February 25, 2026 [1][2]. Group 1: Redemption Details - The redemption price includes accrued but unpaid dividends from December 31, 2025, until the redemption date [1]. - Dividends on the redeemed shares will cease to accumulate after the redemption date, and holders will only retain the right to receive the redemption price [2]. - The shares will be redeemed according to the procedures of The Depository Trust Company, selected by lot [3]. Group 2: Fund Structure - After the redemption, the Fund will have outstanding shares of 7.00% Series D Term Preferred Stock due 2029, 7.000% Series K Cumulative Preferred Stock, and 6.375% Series L Term Preferred Stock due 2029 [4]. Group 3: Company Overview - Priority Income Fund, Inc. is a registered closed-end fund focused on acquiring and growing a portfolio of senior secured loans and collateralized loan obligations (CLOs) [5]. - The Fund is managed by Priority Senior Secured Income Management, LLC, which is part of Prospect Capital Management L.P., an investment adviser with 38 years of experience in high-yielding debt and equity investments [6].
ETG: Solid Performance But Remaining Cautious On Valuation (NYSE:ETG)
Seeking Alpha· 2026-01-26 19:45
Core Viewpoint - The Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) is currently rated as a "Hold" due to a narrowing discount, indicating a cautious outlook on the fund's performance [2]. Group 1: Fund Management and Strategy - The CEF/ETF Income Laboratory manages portfolios targeting safe and reliable yields of approximately 8% to simplify income investing for members [1]. - The service offers managed portfolios, actionable income and arbitrage recommendations, and in-depth analysis of closed-end funds (CEFs) and exchange-traded funds (ETFs) [2]. - The majority of holdings in the portfolios are monthly payers, which aids in faster compounding and smoothing income streams for investors [2]. Group 2: Analyst Background and Contributions - Nick Ackerman, a former financial advisor with over 14 years of personal investing experience, contributes to the CEF/ETF Income Laboratory, providing expert-level research on CEFs and ETFs [2]. - The investing group includes a community of over a thousand members focused on finding the best income ideas, catering to both active and passive investors [2].