Special Situations

The Herzfeld Special Situations Composite is comprised of portfolios which invest in closed-end funds which may undergo a corporate action. The objective of this strategy is to maximize risk adjusted total return. The benchmark for this composite is the HFRX Special Situations Index.

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Key Metrics

1996
Strategy Inception
8.6%
Annualized Return Since Inception
4/5
Morningstar Overall Rating


Est. 1984

Some things never change – like our commitment to being accessible to our clients and partners. Whether you're a long-time friend or new to Herzfeld Advisors, we're here to talk.

info@herzfeld.com+1.305.777.1660

Other Strategies

Herzfeld Credit Income Fund

The Fund seeks to generate total return and income by investing in CLO Equity.

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Fixed Income

An active approach to generating durable yield from U.S. fixed income closed-end funds.

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