What we’ve been reading lately:
Interval Fund Mechanics: Using Lock up to limit risks (FactRight)
Stone Ridge Reinsurance Assets hit $5.5 billion (Seeking Alpha)
Interval Funds Are Having Their Moment (Barrons)
Interval Funds Are Proving a Hit With Advisors（Financial Advisor IQ)
New Investment Vehicle (Inside Indiana Business)
NT REIT and BDC Sponsors Launching Interval Funds (Interval Fund Tracker)
What we’ve been reading lately:
The New CEFs on the Block (Morningstar)
US asset managers embrace interval funds (Financial Times)
Interval Funds – at the Intersection of Liquidity, Transparency, and Valuation (DLA Piper)
Converting a BDC to an Interval Fund (Interval Fund Tracker)
Interval Funds: Year in Review（Interval Fund Tracker)
Interval Funds Garnering Advisors’ Attention (Financial Advisor)
The Trendiest Investment on Wall Street …That Nobody Knows About (The Wall Street Journal)
Barron’s featured a story on interval funds this weekend- Interval Funds: Making the Best of Illiquid Assets.
Here are a few highlights:
“One of the conundrums facing income-seeking investors is that some of the highest-yielding securities are the toughest to buy and sell…”
“Interval funds are offering individual investors access to strategies and asset classes that they aren’t focused on, and maybe they should be…”
“There are a lot of open-end funds that might be better off as interval funds.”