SPE - SPE: A Diversified Fund Trading At A Significant Discount

2024-04-10 12:02:07 ET

Summary

• The Special Opportunities Fund employs a value-oriented strategy and invests in undervalued assets across various markets.
• The fund has outperformed its peers over most timeframes and offers diversification through its allocation to a wide range of different closed-end funds (CEFs).
• SPE's current discount to NAV presents an attractive entry point for investors, and its diversification and solid performance make it a good option for those seeking value in a market dominated by growth stocks.

The Special Opportunities Fund ( SPE ) stands out in a market dominated by growth stocks. Employing a value-oriented strategy, the fund invests in undervalued assets across various markets. This approach has delivered solid performance over time, with the fund outperforming the peer group over most timeframes....

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