KARPUS MANAGEMENT Overview

Karpus Management Inc. is an investment advisor that manages 2.6 BN dollars in regulatory AUM and has 39 employees, of which 11 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/05 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 73% of the manager's regulatory AUM.

KARPUS MANAGEMENT StockAlpha

-0.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

KARPUS MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VOO 7.44% ETF 1.54% -0% 0 2%
BKT 3.29% ETF -3.06% -0.12% 87 2%
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FEATURED IN
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KARPUS MANAGEMENT Founders and Key Employees

Name Title In Position Since
George W. Karpus Chief Investment Strategist / Chairman Of The Board August-2011
Dana R. Consler Senior Vice President November-1994
Kathleen F. Crane Chief Financial Officer / Chief Compliance Officer January-1999
Sharon L. Lomando Senior Director Of Investments July-2008
Thomas M. Duffy Vice President May-2006
Daniel L. Lippincott Senior Tax-Sensitive Manager / Municipal Analyst August-2008

KARPUS MANAGEMENT Brokers, Custodians, Auditors and Administrators

Type Company

KARPUS MANAGEMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Our Methods of Analysis and Investment Strategies
Karpus Investment Management fundamentally believes that our actively managed, highly diversified, value oriented strategy offers superior total return with below benchmark risk over a full market cycle. Our multi-manager approach offers many advantages, including enhanced yield, broad diversification and the ability to invest in professionally managed funds at a discounted price. The 11 member investment committee has over 160 years of investment experience and is the foundation of our investment process. Senior portfolio managers construct investment matrices outlining how accounts will be invested. The fixed income matrix covers weighting, duration, credit quality and return scenario


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of each investment. The committee carefully considers benchmark deviations, weighted duration...
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KARPUS MANAGEMENT Portfolio Concentration

KARPUS MANAGEMENT Location

183 SULLY'S TRAIL
PITTSFORD, New York
UNITED STATES, 14534

KARPUS MANAGEMENT Contact Information

Phone Number: 585-586-4680
Fax Number: 585-389-1514
Website:

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