Closed End Funds
We are a leading manager of closed-end funds, investing in asset classes that may offer relative value and adding value through selection of sectors, managers and asset classes.
WHY COHEN & STEERS
One of the largest mangers of closed-end funds, launched the nation's first fund of closed-end funds in 2006
Portfolio Manager has over 35 years of experience in the CEF industry
Unique understanding of the CEF market from institutional investor and issuer perspective
WHY CLOSED-END FUNDS
High income potential at attractive valuations
Investors can earn high current income, a portion of which may be tax advantaged. Additionally, closed-end funds have historically traded at average prices that represent a discount to their net asset values representing attractive entry points across sectors.
Alpha opportunities in an inefficient market
Research coverage of CEFs remains relatively scarce and market growth has widened this coverage gap. Together with minimal institutional participation in the CEF market, these factors create inefficiencies an experienced institutional manager can capitalize on.
Multiple levels of diversification potential
The CEF market contains over 400 individual funds offered by over 30 managers across all equity sectors and fixed-income markets. This provides opportunities for the active manager to diversify by manager, asset type, industry, and structure.
Our strategies
We'd be happy to discuss your investment objectives and determine the right vehicle to implement your strategy.
Call +1 800 330 7348 (option 2) or
Find your Cohen & Steers contactInvesting involves risk, including possible loss of principal. Income from investments is not guaranteed.
We consider the information in this communication to be accurate, but we do not represent that it is complete or should be relied upon as the sole source of suitability for investment. Investors should consult their own investment professional with respect to their individual circumstances.
Past performance does not predict future returns. Risks involved with investment, including potential loss of capital, are substantial and should be carefully considered. The views and opinions are as of the date of publication and are subject to change without notice. There is no guarantee that any historical trend illustrated above will be repeated in the future, and there is no way to predict precisely when such a trend will begin. There is no guarantee that a market forecast made above will be realized. Active management is not guaranteed to outperform the broader market index.
Cohen & Steers Capital Management, Inc. (Cohen & Steers) is a registered investment advisory firm that provides investment management services to corporate retirement, public and union retirement plans, endowments, foundations and mutual funds.
NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE