Our team was featured in the May 2025 issue of Emerging Manager Monthly in Matisse Blends Art, Science In Closed-End Fund Investing. The article was written by Lindsay Saienni and published on May 7th, 2025.
The article highlights both the Matisse Discounted Closed-End Fund Strategy (MDCEX) and Matisse Discounted Bond CEF Strategy (MDFIX), and features our own Joe Torkelson, MAC (Vice President of Investor Relations), Bryn Torkelson (President & CIO), and Eric Boughton, CFA (Portfolio Manager & Chief Analyst).
The full article is embedded below, or you can follow this link to read: Matisse Blends Art, Science In Closed-End Fund Investing
An investment in the Funds is subject to investment risks, including the possible loss of some or all of the principal amount invested. There can be no assurance that the Funds will be successful in meeting their investment objectives. Generally, the Funds will be subject to the following additional risks: Closed-End Fund Risk, Control of Closed-End Funds Risk, Convertible Securities Risk, Credit Risk, Cybersecurity Risk, Derivatives Risk, Equity Securities Risk, Fixed Income Securities Risk, Foreign Securities Risk, Fund of Funds Risk, General Investment Risks, Interest Rate Risk, Investment Risk, Investment Advisor Risk, Junk Bond Risk, Leverage Risk, Loans Risk, Management Style Risk, Market Risk, Money Market Mutual Fund Risk, Prepayment Risk, and Quantitative Model Risk. More information about these risks and other risks can be found in the Funds’ prospectus.
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This article is solely informational and does not constitute legal, tax, investment, accounting or other investment advice. This is not an offer to sell or a solicitation to purchase an interest in any investment. Investing is inherently risky, investors should carefully consider the investment objectives, risks, charges and expenses of a Fund before investing and be aware they may not receive a return equal to their initial investment and may lose their entire investment. Forward-looking statements are speculative in nature and may vary significantly from actual results. Past performance is not indicative of future results with no assurances an investment will achieve comparable results. The views expressed reflect the current opinions of those quoted in the article and may not be the opinions of Matisse in general. Matisse is an SEC registered investment adviser. Registration does not imply any level of skill or training.