Free source for closed-end fund data

BVWireIssue #147-3
December 17, 2014

We’re often asked for a source of closed-end fund data. A free source is CEF Connect, which identifies and evaluates closed-end funds.

Earlier this year, Ray Bratcher (Trugman Valuation Associates) wrote an article, “Using Closed-End Funds to Derive Discounts for Lack of Control,” which appeared in the Business Valuation Update. We are happy to offer that article as a free download. BVR also hosted a webinar on the topic with Bratcher and Tom Roseen (Lipper Inc.).

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