George is a registered investment advisor at Southland Investments, with clients across the country, that specializes in managing no-load mutual funds, closed-end funds and exchange traded funds for individuals, IRA’s and 401(k)s.
George retired early from Citigroup/Salomon ...
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George is a registered investment advisor at Southland Investments, with clients across the country, that specializes in managing no-load mutual funds, closed-end funds and exchange traded funds for individuals, IRA’s and 401(k)s.
George retired early from Citigroup/Salomon Brothers in 2006 after growing his personal retirement assets. In 2007, he enrolled in the CFA program and was recently awarded the CFA designation.
Specialties: George specializes in 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. Exploit special situations: tender offers, fund terminations, fund activism, rights offerings etc.
2) Municipal bond closed-end funds for income oriented clients.
3) Special situations investing.
ABC | AmerisourceBergen Corporation |
ACG | AllianceBernstein Income Fund Inc. |
ACP | Avenue Income Credit Strategies Fund |
ADRE | BLDRS Emerging Markets 50 ADR Index Fund |
ADX | Adams Express Company |
AFAM | Almost Family Inc |
AGC | Altimeter Growth Corp. |
AMTD | TD Ameritrade Holding Corporation |
AOD | Alpine Total Dynamic Dividend Fund |
ARDC | Ares Dynamic Credit Allocation Fund, Inc. |
ARK | BlackRock Senior High Income Fund Inc |
AXP | American Express Company |
BAC | Bank of America Corporation |
BAM | Brookfield Asset Management Inc. |
BCX | Blackrock Resources & Commodities Strategy Trust |
BIF | Boulder Growth & Income Fund Inc. |
BQR | Blackrock Ecosolutions Investment Trust |
BRUFX | Bruce Fund Inc |
CAF | Morgan Stanley China A Share Fund Inc. |
CET | Central Securities Corp |
CFP | Cornerstone Progressive Return Fund |
CHW | Calamos Global Dynamic Income Fund |
CHY | Calamos Convertible and High Income Fund |
CRF | Cornerstone Total Return Fund |
DCA | Virtus Total Return Fund |
DDF | Delaware Investments Dividend and Income Fund Inc. |
DEX | Delaware Enhanced Global Dividend & Income Fund |
DHG | DWS Dreman Value Income Edge Fund, Inc. |
DIA | SPDR Dow Jones Industrial Average |
DNI | Dividend and Income Fund Inc. |
DVY | iShares Dow Jones Select Dividend Index Fund |
DX | Dynex Capital Inc. |
DXM | Dex Media Inc |
ECON | EGSHARES EMERGING MARKETS CO |
ECRO | ECC CAP. CORP. |
EDD | Morgan Stanley Emerging Markets Domestic Debt Fund Inc. |
EEM | iShares MSCI Emerging Markets Index |
EF | BlackRock Europe Fund Inc. |
EOD | Wells Fargo Advantage Global Dividend Opportunity Fund |
ESD | Western Asset Emerging Markets Debt Fund Inc. |
ETJ | Eaton Vance Risk-Managed Diversified Equity Income Fund |
ETW | Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund |
ETY | Eaton Vance Tax-Managed Diversified Equity Income Fund |
EVG | Eaton Vance Short Duration Diversified Income Fund |
EVV | Eaton Vance Limited Duration Income Fund |
EXD | Eaton Vance Tax-Advantaged Bond and Option Strategies Fund |
FAM | First Trust/Aberdeen Global Opportunity Income Fund |
FCN | FTI Consulting Inc. |
FFA | First Trust Enhanced Equity Income Fund |
FFNOX | Fid Oxford Street Tr Fidelity Four-In-One Idx F |
FLPSX | Fidelity Low-Priced Stock Fund |
FOF | Cohen & Steers Closed-End Opportunity Fund Inc. |
FR | First Industrial Realty Trust Inc. |
FSD | First Trust High Income Long/Short Fund |
FUR | Winthrop Realty Trust |
FXBY | FOXBY CORP |
GAB | The Gabelli Equity Trust Inc. |
GAM | General American Investors Company Inc. |
GBAB | Guggenheim Build America Bonds Managed Duration Trust |
GDF | Western Asset Global Partners Income Fund Inc. |
GDL | The GDL Fund |
GE | General Electric Company |
GLPW | Global Power Equipment Group Inc |
GMM | SPDR S&P Emerging Markets ETF |
HAV | Helios Advantage Income Fund Inc. |
HQH | H&Q Healthcare Investors |
HSA | Helios Strategic Income Fund Inc. |
HTD | John Hancock Tax- Advantaged Dividend Income |
HUN | Huntsman Corporation |
HYG | iShares iBoxx $ High Yield Corporate Bond Fund |
INF | Brookfield Global Listed Infrastructure Income Fund Inc. |
IRR | ING Risk Managed Natural Resources Fund |
IWM | iShares Russell 2000 Index Fund |
IWN | iShares Russell 2000 Value Index Fund |
JFR | Nuveen Floating Rate Income Fund |
JGV | Nuveen Global Value Opportunities Fund |
JMF | Nuveen Energy MLP Total Return Fund |
JOF | Japan Smaller Capitalization Fund Inc. |
JPS | Nuveen Quality Preferred Income Fund 2 |
JQC | Nuveen Multi-Strategy Income and Growth Fund 2 |
JTA | Nuveen Tax-Advantaged Total Return Strategy Fund |
JTD | Nuveen Tax-Advantaged Dividend Growth Fund |
KMM | DWS Multi-Market Income Trust |
KST | DWS Strategic Income Trust |
LMT | Lockheed Martin |
LOR | Lazard World Dividend & Income Fund Inc. |
MET | MetLife Inc. |
MFL | BlackRock MuniHoldings Investment Quality Fund |
MHI | Pioneer Municipal High Income Trust |
MIN | Mfs Intermediate Income Trust |
MSD | Morgan Stanley Emerging Markets Debt Fund Inc. |
MSP | Datto Holding Corp. |
MTRN | Materion Corporation |
MTS | Montgomery Street Income Securities Inc. |
MXE | The Mexico Equity And Income Fund Inc. |
MXF | The Mexico Fund Inc. |
NAD | Nuveen Dividend Advantage Municipal Fund |
NBB | Nuveen Build America Bond Fund |
NC | NACCO Industries Inc. |
NOK | Nokia Corporation |
NPM | Nuveen Premium Income Municipal Fund II |
NRK | Nuveen Insured New York Tax-Free Advantage Municipal Fund |
NXR | Nuveen Select Tax-Free Income Portfolio 3 |
OI | Owens Illinois Inc. |
OIH | Oil Service HOLDRS |
PCI | PIMCO Dynamic Credit Income Fund |
PCK | PIMCO California Municipal Income Fund II |
PDI | PIMCO Dyn Inc Shs |
PEP | PepsiCo Inc. |
PFN | PIMCO Income Strategy Fund II |
PGP | PIMCO Global StocksPLUS & Income Fund |
PIA | Invesco Municipal Premium Income Trust |
PML | PIMCO Municipal Income Fund II |
PPR | ING Prime Rate Trust |
PPT | Putnam Premier Income Trust |
PRGTX | T.Rowe Price Global Technology Fund Inc. |
PRIDX | T. Rowe Price International Discovery Fd |
PXJ | PowerShares Exchange-Traded Funds Trust |
QQQ | PowerShares QQQ Trust Series 1 |
RAIL | Freightcar America Inc. |
RSO | Resource Capital Corporation |
SAR | Saratoga Investment Corp. |
SWZ | The Swiss Helvetia Fund, Inc. |
SYY | SYSCO Corporation |
TLI | LMP Corporate Loan Fund Inc. |
TMCV | TEMECULA VALLEY (CA) |
TPZ | Tortoise Power and Energy Infrastructure Fund Inc. |
TSS | Total System Services Inc. |
TY | Tri-Continental Corporation |
TYC | TYCO International Ltd. |
TYG | Tortoise Energy Infrastructure Corporation |
TYN | Tortoise North American Energy Corporation |
TYY | Tortoise Energy Capital Corporation |
UBAAF | URBANA CORP |
USA | Liberty All-Star Equity Fund |
UTF | Cohen & Steers Infrastructure Fund Inc. |
VBK | VANGUARD SM CAP GR ETF |
VBR | VANGUARD SM CAP VAL ETF |
VCV | Invesco Van Kampen California Value Muni Income Trust |
VDIGX | Vanguard Dividend Growth Fd |
VGI | Virtus Inv Pts Shs Virtus Global Multi-Sector Income Fund |
VGM | Invesco Van Kampen Trust for Investment Grade Municipals |
VKI | Invesco Van Kampen Advantage Municipal Income Trust II |
VTA | Invesco Van Kampen Dynamic Credit Opportunities Fund |
VTINX | Vanguard Target Retirement Income Fund |
VVR | Invesco Van Kampen Senior Income Trust |
VWO | Vanguard FTSE Emerging Markets ETF |
XES | SPDR S&P Oil & Gas Equipment & Services ETF |
XIN | Xinyuan Real Estate Co. Ltd. |
XLF | Financial Select Sector SPDR |
YRCW | YRC Worldwide Inc. |
ZF | The Zweig Fund Inc. |
ZTR | The Zweig Total Return Fund Inc. |
Latest Comments
A Good Way To Buy Berkshire Hathaway At A 21% Discount
Dick- Thanks for the kind words. Looks like BIF is having a good day today- the NAV should be up around 2%.
A Good Way To Buy Berkshire Hathaway At A 21% Discount
My disclosure should say "I am long $BIF."