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CEF Report August | The Where's Waldo Of Value
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CEF Report August | The Where's Waldo Of Value

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Yield Hunting
Aug 06, 2021
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CEF Report August | The Where's Waldo Of Value
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Summary

  • Discounts have recovered from their early July swoon and remain near their very expensive levels of the last two and a half decades.

  • The market is expensive and there are very few opportunities today.  But if you watch this everyday you can find idiosyncratic opportunities.

  • We think investors should remain as invested as possible at current levels …

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