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News
5 min read
Confessions Of A Closed-End Fund Bargain Hunter
Forbes' William Baldwin interviews Erik Herzfeld about opportunities in the closed-end...
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Forbes' William Baldwin interviews Erik Herzfeld about opportunities in the closed-end fund space that are often missed by investors.

News
5 min read
★★★★★ 5-Star Overall Morningstar Rating™
Thomas J. Herzfeld Advisors, Inc. is excited to announce it received three 5-Star Over...
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Thomas J. Herzfeld Advisors, Inc. is excited to announce it received three 5-Star Overall Morningstar Ratings™ for the quarter ended September 30, 2023.

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News
5 min read
Bloomberg: Muni Buyers Can Find Bargains in Unlevered Closed-End Funds
Investors looking for bargains in the municipal-bond market may find opportunities in clos
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Investors looking for bargains in the municipal-bond market may find opportunities in closed-end funds that don’t borrow to boost returns.

Unlevered municipal bond closed-end funds traded at a discount to their net asset value of as much 12.6%, according to data compiled by Bloomberg. The biggest, Nuveen LLC’s $1.9 billion Municipal Value Fund, is trading at a 7.2% discount with a tax-exempt yield of 3.97%. Over 20 years, its average discount is 2.3%.

News
5 min read
Best Financial Advisory 2023 Award Recipient!
We are thrilled to share that Thomas J. Herzfeld Advisors has been recognized for excel...
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We are thrilled to share that Thomas J. Herzfeld Advisors has been recognized for excellence and achievement with USA TODAY. Best Financial Advisory Firms of 2023 Award Recipient.

News
5 min read
★★★★★ 5-Star Overall Morningstar Rating™
Thomas J. Herzfeld Advisors, Inc. is excited to announce it received three 5-Star Overa...
Read more

Thomas J. Herzfeld Advisors, Inc. is excited to announce it received three 5-Star Overall Morningstar Ratings™ for the quarter ended June 30, 2023.

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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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