Alberta Investment Management Corporation

First Trust/Aberdeen Global Opportunity Income Fund Declares its Monthly Common Share Distribution of $0.07 Per Share for June

Retrieved on: 
Monday, May 20, 2019

The Fund is a diversified, closed-end management investment company that seeks to provide a high level of current income.

Key Points: 
  • The Fund is a diversified, closed-end management investment company that seeks to provide a high level of current income.
  • First Trust Advisors L.P. ("FTA") is a federally registered investment advisor and serves as the Fund's investment advisor.
  • FTA and its affiliate First Trust Portfolios L.P. ("FTP"), a FINRA registered broker-dealer, are privately-held companies that provide a variety of investment services.
  • FTP is also a distributor of mutual fund shares and exchange-traded fund creation units.

First Trust Specialty Finance and Financial Opportunities Fund Declares its Quarterly Distribution of $0.175 Per Share

Retrieved on: 
Monday, May 13, 2019

The Fund is a non-diversified, closed-end management investment company that seeks to provide a high level of current income.

Key Points: 
  • The Fund is a non-diversified, closed-end management investment company that seeks to provide a high level of current income.
  • The Fund pursues these investment objectives by investing at least 80% of its managed assets in a portfolio of securities of specialty finance and other financial companies that the Fund's investment sub-advisor believes offer attractive opportunities for income and capital appreciation.
  • First Trust Advisors L.P. ("FTA") is a federally registered investment advisor and serves as the Fund's investment advisor.
  • FTA and its affiliate First Trust Portfolios L.P. ("FTP"), a FINRA registered broker-dealer, are privately-held companies that provide a variety of investment services.

Crystal Capital Partners Celebrates 25 Years of Investing in Alternatives

Retrieved on: 
Monday, May 13, 2019

Today, Crystal proudly celebrates 25 years since its inception.

Key Points: 
  • Today, Crystal proudly celebrates 25 years since its inception.
  • Their growing community of advisors consists of over 100 independent firms who represent over $100 billion in assets collectively.
  • Crystals partner capital makes up 8% of firm assets under management, creating a unique sense of synergy based on direct alignment of interest.
  • Crystal Capital Partners is a leading turn-key alternative investment platform, empowering financial advisors with exposure to third-party institutional private equity and hedge funds for their clients portfolios.

iintoo Acquires RealtyShares’ Operations, Putting More than $2.5 Billion in Assets Under Management

Retrieved on: 
Monday, May 13, 2019

RealtyShares was the second largest online real estate investment platform in the U.S. before ceasing to take on new deals last year.

Key Points: 
  • RealtyShares was the second largest online real estate investment platform in the U.S. before ceasing to take on new deals last year.
  • In order to oversee RealtyShares assets, iintoo has formed a joint venture with RREAF Holdings, LLC to take over management activities for the active investment portfolio.
  • Since inception, iintoo has raised $200 million in equity for real estate investments, through its digital platform, with assets under management of approximately $1 billion.
  • With the addition of RealtyShares assets, iintoo will have a gross asset value of $2.5 billion under management.

Notice of Crown Capital Q1 2019 Results Conference Call and Annual Meeting of Shareholders

Retrieved on: 
Thursday, April 25, 2019

Founded in 2000, Crown is a leading specialty finance company that provides growth capital to a diversified group of successful mid-market companies that are seeking alternatives to banks and private equity funds.

Key Points: 
  • Founded in 2000, Crown is a leading specialty finance company that provides growth capital to a diversified group of successful mid-market companies that are seeking alternatives to banks and private equity funds.
  • Crown provides customized solutions in the form of loans, royalties, and other structures with minimal or no ownership dilution.
  • In addition to deploying capital as a principal investor, Crown develops, manages and co- invests in alternative investment funds, including Crown Partners Fund and Crown Capital Power Fund.
  • SOURCE Crown Capital Partners Inc.

Stone Harbor Emerging Markets Total Income Fund Declares Monthly Distributions of $0.1511 Per Share

Retrieved on: 
Wednesday, April 24, 2019

The Fund is a non-diversified, closed-end management investment company that is managed by Stone Harbor Investment Partners LP (Stone Harbor).

Key Points: 
  • The Fund is a non-diversified, closed-end management investment company that is managed by Stone Harbor Investment Partners LP (Stone Harbor).
  • The Funds primary investment objective is to maximize total return, which consists of income and capital appreciation on its investments in emerging markets securities.
  • Stone Harbor Investment Partners LP is a global institutional fixed income investment manager, specializing in credit and asset allocation strategies.
  • The Stone Harbor Emerging Markets Total Income Fund is a closed-end fund and closed-end funds do not continuously issue shares for sale as open-end mutual funds do.

First Trust Intermediate Duration Preferred & Income Fund Declares its Monthly Common Share Distribution of $0.1425 Per Share for May

Retrieved on: 
Monday, April 22, 2019

The Fund is a non-diversified, closed-end management investment company that seeks to provide a high level of current income.

Key Points: 
  • The Fund is a non-diversified, closed-end management investment company that seeks to provide a high level of current income.
  • The Fund will seek to achieve its investment objectives by investing in preferred and other income-producing securities.
  • First Trust Advisors L.P. ("FTA") is a federally registered investment advisor and serves as the Fund's investment advisor.
  • Stonebridge Advisors LLC ("Stonebridge"), the Fund's investment sub-advisor, is a registered investment advisor specializing in preferred and hybrid securities.

First Trust Mortgage Income Fund Declares its Monthly Common Share Distribution of $0.06 Per Share for May

Retrieved on: 
Monday, April 22, 2019

The Fund is a diversified, closed-end management investment company that seeks to provide a high level of current income.

Key Points: 
  • The Fund is a diversified, closed-end management investment company that seeks to provide a high level of current income.
  • First Trust Advisors L.P. ("FTA") is a federally registered investment advisor and serves as the Fund's investment advisor.
  • FTA and its affiliate First Trust Portfolios L.P. ("FTP"), a FINRA registered broker-dealer, are privately-held companies that provide a variety of investment services.
  • Prepayment risk is the risk that, upon a prepayment, the actual outstanding debt on which the Fund derives interest income will be reduced.

First Trust Senior Floating Rate Income Fund II Declares its Monthly Common Share Distribution of $0.0625 Per Share for May

Retrieved on: 
Monday, April 22, 2019

A portion of this distribution may come from net short-term realized capital gains and/or return of capital.

Key Points: 
  • A portion of this distribution may come from net short-term realized capital gains and/or return of capital.
  • The Fund's primary investment objective is to seek a high level of current income.
  • The Fund pursues these investment objectives by investing in senior secured floating-rate corporate loans.
  • First Trust Advisors L.P. ("FTA") is a federally registered investment advisor and serves as the Fund's investment advisor.

First Trust Energy Income and Growth Fund Declares its Quarterly Distribution of $0.58 Per Share

Retrieved on: 
Wednesday, April 10, 2019

The Fund focuses on investing in MLPs and related public entities in the energy sector which the Fund's investment sub-advisor believes offer opportunities for income and growth.

Key Points: 
  • The Fund focuses on investing in MLPs and related public entities in the energy sector which the Fund's investment sub-advisor believes offer opportunities for income and growth.
  • The Fund is treated as a regular corporation, or a "C" corporation, for United States federal income tax purposes and, as a result, is subject to corporate income tax to the extent the Fund recognizes taxable income.
  • First Trust Advisors L.P. ("FTA") is a federally registered investment advisor and serves as the Fund's investment advisor.
  • FTA and its affiliate First Trust Portfolios L.P. ("FTP"), a FINRA registered broker-dealer, are privately-held companies that provide a variety of investment services.