Author: Dan Plettner


About Dan Plettner

For more than 14 years I've focused my investing and research efforts on Closed-End Mutual Funds, called CEFs. They represent an alternative way to invest in stocks and bonds. CEFs frequently trade at a discount relative to the price of fund’s underlying portfolio, which I personally see as a way to own stocks and bonds at a discount to their underlying value. I previously worked as a closed-end fund product specialist at Morgan Stanley. More recently, I provided independent closed-end fund research to institutional investors. I have written more than 50 articles regarding closed-end funds and am frequently quoted in the media. My goal is to invest in funds that I believe offer a favorable mix of risk versus potential reward. I attempt to earn a profit when the gap between the market price and the net asset value of a fund narrows.


KIPO: Finding my highest conviction idea off the beaten path

I am looking for the most attractive risk-reward opportunities in this bull market. Today, I wanted to introduce my highest conviction idea. Keating Capital (KIPO) has been my most recent addition to the Core Total Return portfolio. It’s a closed-end fund that specializes in making pre-IPO investments in emerging growth […]