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 03/31/17. The fund's latest filing disclosed 2BN in positions, representing 75% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/05 to 03/31/17. The fund's latest filing disclosed 2BN in positions, representing 75% of the manager's regulatory AUM.
KARPUS MANAGEMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
KARPUS MANAGEMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VOO | 9.47% | ETF | 3.71% | 0.01% | 1 | 5% | ||
| SHM | 5.55% | ETF | 0.75% | -0.02% | 4 | 3% | ||
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FEATURED IN
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
7
©2012 National Compliance Services 800-800-3204
of each investment. The committee carefully considers benchmark deviations, weighted duration...
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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
7
©2012 National Compliance Services 800-800-3204
of each investment. The committee carefully considers benchmark deviations, weighted duration...
Unlock Full Investment Process Description
KARPUS MANAGEMENT Portfolio Concentration
KARPUS MANAGEMENT Location
183 SULLY'S TRAIL
PITTSFORD, New York
UNITED STATES, 14534
PITTSFORD, New York
UNITED STATES, 14534
KARPUS MANAGEMENT Contact Information
Phone Number: 585-586-4680
Fax Number: 585-389-1514
Website: http://www.karpus.com
Fax Number: 585-389-1514
Website: http://www.karpus.com
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