February 19, 2019
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
November 12, 2018 | Trilbe Wynne
Pensions & Investments' Trilbe Wynne interviews the firm for the fifth consecutive quarter, after making P&I's Top Performing Manger list again for Q3/2018. Herzfeld's Fixed Income strategy ranks #1 for 5-year returns in High Yield bond category on Morningstar. Contact us for full report. and rankings.
August 20, 2018 | Trilbe Wynne
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.
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.
June 6, 2018 | Miles Weiss
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"
May 17, 2018 | Martin Z. Braun
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"
May 14, 2018 | Pensions & Investments, Source: Morningstar
Herzfeld Fixed Income strategy makes Pensions & Investments' TOP MANAGER list again for Q1/2018.
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.
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."
April 20, 2017 | Alex Steger
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."
April 10, 2017 | Daisy Maxy
WSJ Study shows that a poorly written shareholder report will hurt a share price. Daisy Maxy, of The Wall Street Journal, interviews Erik Herzfeld.
February 9, 2017 |
Citywire showcases three eye-catching portfolio managers who have earned a Citywire rating based on their risk-adjusted returns.
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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.