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★★★★★ 5-Star Overall Morningstar Rating™

Morningstar Inc.
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Morningstar Ratings™ Q3/2022: Thomas J. Herzfeld Advisors, Inc received 5-Star Overall Morningstar Rating™ for three investment strategies.  

★★★★★ 5-Star Overall Morningstar Rating™
★★★★★ 5-Star Overall Morningstar Rating™

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Every month we share exclusive insights on closed-end fund opportunities and market trends. A quick, valuable read for institutional investors and family offices.

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Industry Insights
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January 2026 The Discount Perspective
We’re pleased to introduce Herzfeld’s Discount Perspective, a new monthly update focused o
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We’re pleased to introduce Herzfeld’s Discount Perspective, a new monthly update focused on discount and premium levels across the closed-end fund universe. Each edition highlights key trends we’re observing and provides context around how market dynamics are evolving.

Publications
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High-Return, Low-Risk Investment - Using Stock Selection and Market Timing
Co-Authored with Robert F. Drach.
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Co-Authored with Robert F. Drach, this book outlines techniques behind the authors' successes and techniques that they use for selection and timing.

Publications
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The Investor's Guide to Closed-End Funds
One of the first books published on the area of closed-end funds.
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The first book published on the area of closed-end funds. This brought attention to an often overlooked space.

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