Portfolio Consultant-Closed-End Fund Advisors
John Cole Scott is Portfolio Manager and EVP for CEFA. He joined the firm in January 2001 and has more than 13 years of experience in closed-end fund research, analysis and trading. He has been quoted widely in the financial press and has presented at conferences and for investment groups on more than 30 occasions. In 2008 John founded CEFA’s Closed-End Fund Universe, a comprehensive weekly data service. The service currently covers 160+ data points for all US listed closed-end funds and 65+ for BDC Funds. He founded and manages The CEF Network group on LinkedIn and is editor of the firm’s blog. John is a board member of The Richmond Association for Business Economics (RABE). He earned a B.S. in Psychology from the College of William and Mary and holds the Certified Fund Specialist (CFS) designation.
Closed-End Fund Advisors, based in Richmond, VA is a 25 year-old privately held Registered Investment Advisory firm specializing in closed-end funds since 1989. The firm publishes The Scott Letter: Closed-End Fund Report containing in-depth portfolio manager interviews. CEFA manages eight discretionary portfolio strategies with varying options for investors seeking to experience both growth and regular income. The firm offers; a comprehensive weekly “CEF Universe” data service, a monthly “Best Ideas List” and a daily “News and SEC Filing Alert” service covering all US listed CEFs and BDCs. They can work as a fractional CEF analyst on a one-time or ongoing basis.