Articles

  • Dec 2, 2024 | advisorperspectives.com | C. Thomas Howard |Thomas Howard

    Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. When we talk about stock returns, most people assume that individual stocks should yield positive returns. That’s because the stock market has historically outperformed other asset classes like bonds. But surprisingly, the median monthly return for a large sample of individual stocks is – drumroll, please – zero. That’s right.

  • Nov 14, 2024 | jdsupra.com | Alexandra Carter |Thomas Howard |Matthew Nortcliff

    Investors in closed-end funds make a commitment for the duration of a fund’s life cycle — known as the fund’s term — with liquidity available only through sale of assets, secondary transactions, or fund liquidation. Investors will also be liable to pay in amounts committed (as well as the potential recycling of certain distributions) for the duration of the term. How long is a typical closed-end fund intended to last?

  • Sep 19, 2024 | mondaq.com | Chris Ormond |Thomas Howard |Lynette Elam

    Upon the occurrence of a key person event, a suspension period is typically triggered, during which the fund is not able to make new investments. In a previous article, we analyzed the average length of the suspension period and the ways they tend to vary among asset classes. In this article, we examine how fund sponsors resolve a key person event to terminate the suspension period and resume all investment activities.

  • Sep 18, 2024 | jdsupra.com | Mandee Gruen |Thomas Howard |Lynette Elam

    Upon the occurrence of a key person event, a suspension period is typically triggered, during which the fund is not able to make new investments. In a previous article, we analyzed the average length of the suspension period and the ways they tend to vary among asset classes. In this article, we examine how fund sponsors resolve a key person event to terminate the suspension period and resume all investment activities.

  • Sep 17, 2024 | goodwinlaw.com | Lynette Elam |Mandee Gruen |Chris Ormond |Thomas Howard

    Upon the occurrence of a key person event, a suspension period is typically triggered, during which the fund is not able to make new investments. In a previous article, we analyzed the average length of the suspension period and the ways they tend to vary among asset classes. In this article, we examine how fund sponsors resolve a key person event to terminate the suspension period and resume all investment activities.

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