Special Situations

The Herzfeld Special Situations Composite is comprised of portfolios which invest in closed-end funds which may undergo a corporate action. The objective of this strategy is to maximize risk adjusted total return. The benchmark for this composite is the HFRX Special Situations Index.

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Metrics

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1982
Annualized Return
Since Inception
7.80%
Yield
5/5
Morningstar Overall Rating

Growth of
$1 Million Investment

Est. 1984.
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