George Spritzer
ABOUT
George is a registered investment advisor at Southland Investments who specializes in managing closed-end funds for individuals. Southland manages portfolios designed for each client on a flat fee basis through the client’s own accounts at Schwab. In Jan. 2010, he was awarded the CFA designation.
George uses the following investment strategies:1) Opportunistic Closed-end fund investing: Buy CEFs at larger than normal discounts to NAV and sell them when the discounts narrow. 2) Exploit special situations: tender offers, fund terminations, fund activism, rights offerings etc.
George uses the following investment strategies:1) Opportunistic Closed-end fund investing: Buy CEFs at larger than normal discounts to NAV and sell them when the discounts narrow. 2) Exploit special situations: tender offers, fund terminations, fund activism, rights offerings etc.
SNAPSHOT
- Description: Registered investment advisor. Trading frequency: Weekly
- Interests: Dividend stock ideas & income, ETFs, Mutual funds, Retirement savings, Stocks - long
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Quant Investor
Any articles posted on the Quant Investor blog, or republished by any other site, are for informational purposes only, and are not personal investment advice to any specific person for any particular purpose. All opinions and disclosed positions are as of the publication date of the article on the blog (not ...More
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