- The vehicle focuses on large capitalization value stocks with a global mandate.
- The fund has a good recent performance (up +19% on a 1-year basis), but longer-term the trailing total returns are modest.
- The fund has very poor risk/reward metrics and severely underperforms a global equities index on both 5- and 10-year lookback periods.
- This article covers CEFs from our suite of products - we focus on macro portfolio allocation, CEFs, and yield generating options strategies, targeting overall yearly portfolio returns of 9%+.
For further details see:
HTY: Global Equities CEF With A 9.34% Yield