Insights & News
The Robinson Tax Advantaged Income Fund – Tax Loss Harvesting Part 2: The Art
Our process for arbitraging closed-end funds seeks to explain as much of the discount as we can. We screen funds for NAV performance (a fund that consistently underperforms its benchmark and/or peers probably deserves to trade at a discount), expense ratios, cost and use of leverage, difficult to value securities, etc. It is the discount we can’t explain that is ultimately the arbitrage opportunity.
The Robinson Tax Advantaged Income Fund – Tax Loss Harvesting Part 1: A Primer
While some advisors look for opportunities to harvest tax-losses throughout the year, the vast majority usually don’t start thinking about it until late-summer/early-fall. At a minimum, they look to offset any short-term gains they may have taken earlier in the year or are anticipating taking over the balance of the year.
Bramshill Multi-Strategy Income Fund (BDKNX) Wins 2024 HFM US Performance Award for Best 40 Act Fund of the Year
Bramshill Investments is excited to announce industry recognition of our Securitized Products team and the Bramshill Multi-Strategy Income Fund. The team, led by Paul van Lingen in the firm’s Newport Beach, California office, manages approximately $1 Billion (as of October 31, 2024) between all of their Securitized Product strategies.
Robinson in The Bond Buyer
Robinson in The Bond Buyer: Munis steady, USTs mixed after CPI Jim Robinson, CEO of Robinson Capital Management spoke with The Bond Buyer’s Jessica Lerner, providing market commentary and insight on the latest expectations regarding the...
Emerging Markets Fixed Income Opportunity in the Fed’s Easing Wave
After two years of an aggressive Federal Reserve (“Fed”) tightening cycle whereby the Federal Open Market Committee (“FOMC”) raised the federal funds target rate by 525 basis points, making it the fastest tightening cycle in four decades, we are finally on the cusp of a first rate cut by the Fed later this month.
Robinson in The Bond Buyer: Stocks tumble, bonds rally over recession fears
Jim Robinson, CEO of Robinson Capital Management, sat down again with The Bond Buyer's Jessica Lerner to provide insight on recent events in the equity markets and the bond market's current position. Robinson provides remarks on unlikely...
Robinson in MarketWatch: Bond Market Insight
Jim Robinson, CEO of Robinson Capital Management, spoke with MarketWatch's Joy Wiltermuth to provide insight on the bond market in a timely update. “We are positioned for the yield curve to steepen,” said Jim Robinson. Robinson remarks...
Jim Robinson in The Bond Buyer on Muni Funds
Jim Robinson, CEO of Robinson Capital Management, spoke with Bond Buyer’s Jessica Lerner to provide insight on the muni markets, in a timely update closing out the month of May. Robinson remarks on the behavior of the retail market and...
Liberty Street Advisors and Gramercy Funds Management Launch the Gramercy Emerging Markets Debt Fund
New York, NY – April 3, 2024 – Liberty Street Advisors Inc. (“Liberty Street”), an experienced investment advisor committed to providing advisors and investors access to differentiated strategies through its selective multi-manager family...
Jim Robinson in Barron’s: How to Squeeze More Yield from Muni Bonds
Jim Robinson, CEO of Robinson Capital Management, sat down with Barron’s Amey Stone to provide insight on closed-end muni funds in, “How to Squeeze More Yield From Muni Bonds.” Robinson remarks on the potential of tax-equivalent yields...
AICA Features Liberty Street Advisors in Member Profile
Liberty Street Advisors, Inc. (“Liberty Street”), is a New York City-based investment advisory firm founded in 2007. The firm is employee-owned and led by CEO Timothy Reick, COO Victor Fontana, and CIO Christian Munafo, the latter of whom also manages the firm’s listed closed-end interval fund. Liberty Street also supervises sub-advisors for the general management and operations of four listed, income-focused mutual funds.
Sector Focus: Cybersecurity
Over the last few years, there has been an acceleration in both the pace and scale of cybercrime. According to Cybercrime Magazine, the cost of global cybercrime is expected to reach over $10 trillion by 2025. Motivated by massive paydays, highly skilled hackers continue to penetrate the systems of both public and private organizations despite the best prevention efforts of the global cybersecurity apparatus.
The Robinson Tax Advantaged Income Fund – Tax Loss Harvesting Part 2: The Art
Our process for arbitraging closed-end funds seeks to explain as much of the discount as we can. We screen funds for NAV performance (a fund that consistently underperforms its benchmark and/or peers probably deserves to trade at a discount), expense ratios, cost and use of leverage, difficult to value securities, etc. It is the discount we can’t explain that is ultimately the arbitrage opportunity.
The Robinson Tax Advantaged Income Fund – Tax Loss Harvesting Part 1: A Primer
While some advisors look for opportunities to harvest tax-losses throughout the year, the vast majority usually don’t start thinking about it until late-summer/early-fall. At a minimum, they look to offset any short-term gains they may have taken earlier in the year or are anticipating taking over the balance of the year.
Robinson in The Bond Buyer
Robinson in The Bond Buyer: Munis steady, USTs mixed after CPI Jim Robinson, CEO of Robinson Capital Management spoke with The Bond Buyer’s Jessica Lerner, providing market commentary and insight on the latest expectations regarding the...
Emerging Markets Fixed Income Opportunity in the Fed’s Easing Wave
After two years of an aggressive Federal Reserve (“Fed”) tightening cycle whereby the Federal Open Market Committee (“FOMC”) raised the federal funds target rate by 525 basis points, making it the fastest tightening cycle in four decades, we are finally on the cusp of a first rate cut by the Fed later this month.
Robinson in The Bond Buyer: Stocks tumble, bonds rally over recession fears
Jim Robinson, CEO of Robinson Capital Management, sat down again with The Bond Buyer's Jessica Lerner to provide insight on recent events in the equity markets and the bond market's current position. Robinson provides remarks on unlikely...
Robinson in MarketWatch: Bond Market Insight
Jim Robinson, CEO of Robinson Capital Management, spoke with MarketWatch's Joy Wiltermuth to provide insight on the bond market in a timely update. “We are positioned for the yield curve to steepen,” said Jim Robinson. Robinson remarks...
Bramshill Multi-Strategy Income Fund (BDKNX) Wins 2024 HFM US Performance Award for Best 40 Act Fund of the Year
Bramshill Investments is excited to announce industry recognition of our Securitized Products team and the Bramshill Multi-Strategy Income Fund. The team, led by Paul van Lingen in the firm’s Newport Beach, California office, manages approximately $1 Billion (as of October 31, 2024) between all of their Securitized Product strategies.
Robinson in The Bond Buyer
Robinson in The Bond Buyer: Munis steady, USTs mixed after CPI Jim Robinson, CEO of Robinson Capital Management spoke with The Bond Buyer’s Jessica Lerner, providing market commentary and insight on the latest expectations regarding the...
Robinson in The Bond Buyer: Stocks tumble, bonds rally over recession fears
Jim Robinson, CEO of Robinson Capital Management, sat down again with The Bond Buyer's Jessica Lerner to provide insight on recent events in the equity markets and the bond market's current position. Robinson provides remarks on unlikely...
Robinson in MarketWatch: Bond Market Insight
Jim Robinson, CEO of Robinson Capital Management, spoke with MarketWatch's Joy Wiltermuth to provide insight on the bond market in a timely update. “We are positioned for the yield curve to steepen,” said Jim Robinson. Robinson remarks...
Jim Robinson in The Bond Buyer on Muni Funds
Jim Robinson, CEO of Robinson Capital Management, spoke with Bond Buyer’s Jessica Lerner to provide insight on the muni markets, in a timely update closing out the month of May. Robinson remarks on the behavior of the retail market and...
Liberty Street Advisors and Gramercy Funds Management Launch the Gramercy Emerging Markets Debt Fund
New York, NY – April 3, 2024 – Liberty Street Advisors Inc. (“Liberty Street”), an experienced investment advisor committed to providing advisors and investors access to differentiated strategies through its selective multi-manager family...