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Excited to share that four strategies received PSN Top Guns for Q4/18:

Municipal Strategy- 3 Stars Municipals Universe

Preferred Strategy- 3 Stars All Maturity/Variable Universe

Fixed Income Strategy- 3 Stars Global Fixed Income Universe

Balanced Strategy- 4 Stars Global / Intl Balanced Universe

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ThinkAdvisor Interviews Erik Herzfeld on CEF Opportunities

November 8, 2018  |  Jane Wollman Rusoff

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Pensions & Investments' Trilbe Wynne interviews the firm after making P&I's Top Performing Manger list again for Q2/2018.  Herzfeld's Fixed Income strategy ranks Top 1% for 1-3-5 year returns in High Yield bond category. Contact us for full report.

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Herzfeld is excited to announce that three of its strategies get PSN Top Guns ranking for Q2/2018. See how are Fixed Income strategy ranks here

MORNINGSTAR 5 STAR RATING FOR THREE HERZFELD STRATEGIES Q2/2018

August 6, 2018  |

Morningstar rankings are out for Q2/2018: Morningstar Overall 5-star rankings for three Herzfeld strategies: Municipals, Preferred and Special Situations. Contact us to see full list of ratings and rankings.

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Bloomberg's Miles Weiss interviews Portfolio Manager Ryan Paylor on Bill Ackman's Pershing Square, in "Ackman to Put Gains From Luxury Apartments Into Pershing Buyback"

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Bloomberg's Martin Z. Braun interviews Portfolio Manager, Ryan Paylor, on the CEF muni bond market "Fire Sale for Closed-End Muni Funds Means Only Brave Should Buy"

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Pensions & Investments: Herzfeld "Top Performing Manager"

May 14, 2018  |  Pensions & Investments, Source: Morningstar

Herzfeld Fixed Income strategy makes Pensions & Investments' TOP MANAGER list again for Q1/2018.

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Pensions & Investments: Herzfeld Top Manager

February 19, 2018  |  Trilbe Wynne

P&I's Special Report names Herzfeld Top Performing Managers of Domestic Intermediate-Duration Fixed Income.  Pensions & Investments' Trilbe Wynne interviews Portfolio Managers Erik Herzfeld and Ryan Paylor, after the firm's Fixed Income strategy places in Morningstar's Top-performing mangers list for overall U.S. bonds category.

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Secret Stars: the quiet but mighty mixed asset managers

May 4, 2017  |  Robert St. George

Citywire reports "Funds don’t have to be in the limelight to deliver strong performance, as those at the top of the flexible sector ranking show."

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Citywire showcases "a lesser-known manager from a smaller shop running a unique or impressive strategy. Erik Herzfeld explains how he seeks out underpriced closed-end funds."

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WSJ Study shows that a poorly written shareholder report will hurt a share price. Daisy Maxy, of The Wall Street Journal, interviews Erik Herzfeld.

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Citywire showcases three eye-catching portfolio managers who have earned a Citywire rating based on their risk-adjusted returns. 

[Disclaimer: By clicking this link, you will be leaving www.herzfeld.com.  Thomas J. Herzfeld Advisors, Inc. does not endorse this site, its sponsors, or any of the policies, activities, products or services offered on the site or by any advertiser on the site.  Thank you for your interest in our firm.]

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Bloomberg: Trump Tantrum Sends Muni Closed-End Fund Discount to

1-Year High

November 18, 2016  |  Martin Z. Braun

Bloomberg's Martin Z. Braun interviews TJH Portfolio Manager Ryan Paylor about discounts in the closed-end fund municipals space.

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