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Time & Place: Closed End Funds 4.5% + Tax-Free Yields

October 13, 2016

I hope this note finds you well. Our office suffered a horrific tragedy last Thursday (colleague lost a young daughter); we are embracing them and will help rebuild this family.


Thank you to those who have reached out.


There is a time and place for everything. The ridiculous, on again, off again Federal Reserve is all that drives the current rate markets. Damn the economic data; as it continues to be disappointing. Econ. cycles have not been eliminated.\


The wonderful outcome of more Federal Reserve chatter: Closed end funds (SECONDARY market only) are once again a wonderful bargain; Tax-free yields exceed 4.5% and taxable yields are in excess of 7.0%+. With rates likely range bound...there is value here.


We are actively adding to our closed end fund positions.



As usual, thank you for investing with Forest Capital! For additional information on portfolio positioning, please contact Forest Capital directly at jbooth@forestcapital.net.

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Julien B. Booth

Principal & Portfolio Manager


Dana Christner

Operations Manager



© 2019 Forest Capital, Corp. - All Rights Reserved

300 McGill Avenue NW

Concord, NC 28027

(704) 750-8000

2400 CrownPoint Executive Drive, Suite 200

Charlotte, NC 28227

(704) 847-0101

(704) 849-0535