Interval Fund Capital Raise & Redemptions

In this report, we explore interval funds and the relationship between gross dollars raised and the value of redemptions over the past five fiscal years.  With the structure of interval funds requiring periodic repurchases of common stock (typically 5% of outstanding common stock per quarter), it is important to understand the net effects of capital flowing into the sector.

Capital Raise & Redemptions Study 2018

Thomas E. Burns, III
July 29, 2015
February 22, 2016

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