News & Awards

See important Disclosures

Erik Herzfeld Portfolio Manager Thomas J. Herzfeld Advisors, Inc.

Trilbe Wynne: Variety of fixed-income strategies met challenges of 2nd quarter.  Herzfeld's Fixed Income and Tax-Exempt strategies make P&I's "overall U.S. fixed income separate accounts" top-ranking list for 5-year returns in Q2/2022.  Pensions & Investments' Trilbe Wynne interviews Portfolio Manager Erik Herzfeld. Read article here.

Disclaimers: See P&I ratings criteria here.  Note that ratings may not be representative of any one client’s experience because the rating reflects the Herzfeld Fixed Income Composite, which is an average of all of the experiences of Herzfeld’s clients within the Fixed Income Composite. Ratings may not be indicative of future performance.

 

PSN Top Guns Rating for 5 Herzfeld SMA Strategies Q1/2022

May 18, 2022

Herzfeld Balanced- 2 Stars Global/International Balanced Universe

Herzfeld Fixed Income- 1, 2, and 3 Stars in Global Fixed Income Universe

Herzfeld Muni Bond- 1, 2, and 3 Stars in All Maturity/Variable and Muni Universe

Herzfeld Special Situations- 2 Stars All Cap Universe

Herzfeld Preferred- 1, 2, and 3 Stars All Maturity/Variable Uni and US Fixed Income Universe


Disclaimer: Note that readers should review the criteria for each award as reflected on the third party’s webpage. In addition, any awards reflect past performance and may not reflect the current performance or status of the firm and may no longer be applicable. Contact us for more information on how the ratings are apportioned and for full disclosures regarding third party news and awards.

 

Skyscrapers

PSN Top Guns Rating for Four Herzfeld SMA Strategies Q4/2021

February 17, 2022

The firm's PSN Top Guns Products for 4Q/2021 include:

Muni Bond  2 Stars and 3 Stars - Municipals Universe

Muni Bond  2 Stars and 3 Stars  - All Maturity/Variable Universe

Preferred 1 Star, 2 Stars and 3 Stars  - All Maturity/Variable Universe
Fixed Income 1 Star, 2 Stars and 3 Stars - Global Fixed Income Universe
Balanced  2 Stars -  Global / Intl Balanced Universe

For full information, description and disclosures on third party awards, please contact us.

 

★★★★★ Overall Morningstar Rating  

February 3, 2022

Morningstar Ratings™ are out for Q4/2021: Thomas J. Herzfeld Advisors, Inc received 

5-Star Overall Morningstar Rating™ for three investment strategies.   

Contact us for more information.

Press Release: Thomas J. Herzfeld Advisors, Inc. Announces New Director of Private Fund Operations

January 20, 2022

The firm is proud to welcome Kevin Carey-Trickett as Director of Private Fund Operations effective January 15, 2022. Mr. Carey-Trickett joins the operations team at TJHA after having served in various senior operations positions with private fund administrators located in the Cayman Islands and Ireland.

Read full Press Release here.

Ryan Paylor Portfolio Manager

Herzfeld Fixed Income makes P&I top manager list in the US SA Multisector Bond Category for 1 and 5 year returns Q3/2021. Pensions & Investments' Trilbe Wynne interviews Portfolio Manager Ryan Paylor

Disclaimers: See P&I ratings criteria here.  Note that ratings may not be representative of any one client’s experience because the rating reflects the Herzfeld Fixed Income Composite, which is an average of all of the experiences of Herzfeld’s clients within the Fixed Income Composite. Ratings may not be indicative of future performance.

 

Trophies

PSN Top Guns Rating for Seven Herzfeld SMA Strategies Q2/2021

August 26, 2021

The firm's PSN Top Guns Products for 2Q 2021 include:

Herzfeld Balanced  1 Stars  Global / Intl Balanced Universe

Fixed Income  1 Stars2, Stars, 3 Stars  Global Fixed Income Universe  
Foreign  2 Stars  Global / Intl Balanced Universe

Muni Bond  1 Stars, 2 Stars, 3 Stars  All Maturity/Variable Universe  

Muni Bond  1 Stars, 2 Stars, 3 Stars  Municipals Universe   
Special Sit  1 Stars  All Cap Universe

For full information, description and disclosures on third party awards, please contact us.

 

Variety of Coins

Pensions&Investments Special Report

Top-Performing Mangers: High-yield continues to produce highest returns

August 20, 2021 | Trilbe Wynne

On Top of the Hill

Pensions&Investments Special Report

Top-Performing Mangers: High-yield strategies dominate Morningstar's 1-year fixed-income rankings. 

May 17, 2021 | Trilbe Wynne

Bill

Ignites: Legg’s Price Tag for Clinching Deal-Related Fund Votes: $37M+

July 21, 2020 | Beagan Wilcox

Ignites's Beagan Wilox interviews Portfolio Manager Ryan Paylor on the acquisition of Legg Mason.  

Stock Exchange

The Wall Street Journal's Mark Hulbert interviews Portfolio Manager Ryan Paylor: One of the current narratives about the market is that it’s being boosted by foolishly optimistic investors. The numbers don’t support that.  

Raylor Paylor Portfolio Manager Thomas J. Herzfeld Advisors, Inc.

P&I Special Report: Top Performing Managers

High yield, inflation drive bond strategies

February 28, 2022 | Trilbe Wynne

Herzfeld Fixed Income makes P&I top manager list in the US SA Multisector Bond Category for 1 and 5 year returns Q4/2021. Pensions & Investments' Trilbe Wynne interviews Portfolio Manager Ryan Paylor.

Disclaimers: See P&I ratings criteria here.  Note that ratings may not be representative of any one client’s experience because the rating reflects the Herzfeld Fixed Income Composite, which is an average of all of the experiences of Herzfeld’s clients within the Fixed Income Composite. Ratings may not be indicative of future performance.

 

★★★★★ Overall Morningstar Rating  

August 8, 2022

Morningstar Ratings™ Q2/2022: Thomas J. Herzfeld Advisors, Inc received 

5-Star Overall Morningstar Rating™ for three investment strategies.   

Contact us for more information.

oil tanks

The Wall Street Journal's Sarah Toy interviews Portfolio Manager Erik Herzfeld on energy closed-end funds, as Goldman, Kayne and Tortoise products slide.

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PSN Top Guns Rating for Four Herzfeld SMA Strategies Q4/2019

February 19, 2020

The firm's PSN Top Guns Products for 4Q 2019 include:

Muni Bond  2 Stars  Municipals Universe
Fixed Income  2 Stars  Global Fixed Income Universe
Fixed Income  3 Stars  Global Fixed Income Universe
Foreign  2 Stars  Global / Intl Balanced Universe

For full information, description and disclosures on third party awards, please contact us.

 

Morningstar-5-star-ratings-for-three-Her

★★★★★ Overall Morningstar Rating  

February 3, 2020

Morningstar Ratings™ are out for Q4/2019: Thomas J. Herzfeld Advisors, Inc received 5-Star Overall Morningstar Rating™ for four investment strategies.   

Market Analysis

Bloomberg Prep:  Credit's Mixed Signals

January 20, 2020 |  Alex Knapp

Portfolio Manager Alex Knapp, CFA, explores the mixed signals behind the credit market. Published by Bloomberg Prep.

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PSN Top Guns Rating for Four Strategies Q3/2019

November 20, 2019 

Excited to share that four strategies received PSN Top Guns for Q3/19:

Municipal Bond: 1, 2, 3 Stars Municipals Universe

Preferred: 3 Stars All Maturity/Variable Universe

Fixed Income: 3 Stars Global Fixed Income Universe

Balanced: 3, 4 Stars Global / Intl Balanced Universe

 

For full information, description and disclosures on third party awards, please contact us.

 

Wall Street

Bloomberg:  Ivascyn Bets $3.2 Million of Own Money in Pimco Energy Debt

October 22, 2019  |  Miles Weiss

Bloomberg News interviews Portfolio Manager Ryan Paylor regarding Dan Ivascyn's $3.2
million investment in Pimco Energy &Tactical Credit Opportunities Fund, a closed-end
fund specializing in energy debt.

 

Full interview available on Bloomberg.

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Excited to share that four strategies received PSN Top Guns for Q2/19:

Municipal Strategy- 1, 2 and 3 Stars Municipals Universe

Preferred Strategy- 3 Stars All Maturity/Variable Universe

Fixed Income Strategy- 3 Stars Global Fixed Income Universe

Balanced Strategy- 3 and 4 Stars Global / Intl Balanced Universe

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Excited to share that five of the Firm's strategies achieved Top Guns status within the Informa Investment Solutions' PSN manager ranking database for 1Q/2019.

What does Top Guns mean?

Receiving Top Guns status means that these strategies were "among the top 10 performers within one or more peer groups reporting to PSN (the longest-running investment manager database in North America).  PSN Top Guns performance rankings are tabulated for thousands of strategies across 58 peer groups subdivided by increasingly rigorous screens."  Contact us for full rankings. 

Older Posts- News Archive

Morningstar-5-star-ratings-for-three-Her

Morningstar Ratings™ are out for Q1/2019: Thomas J. Herzfeld Advisors, Inc received 5-Star Overall Morningstar Rating™ for three investment strategies.   

Reach the Top

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 and rankings.

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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

Morningstar-5-star-ratings-for-three-Her

Morningstar rankings are out for Q4/2018: Thomas J. Herzfeld Advisors, Inc receives Morningstar 5-star ranking for three Herzfeld strategies.  Click here to see details.

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Herzfeld is excited to announce that three of its strategies get PSN Top Guns ranking for Q2/2018. See how are Fixed Income strategy ranks here

Morningstar-5-star-ratings-for-three-Her

MORNINGSTAR 5 STAR RATINGS 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.

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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"

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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"

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Pensions & Investments: Herzfeld "Top Performing Manager"

May 14, 2018  |  Pensions & Investments, Source: Morningstar

Herzfeld Fixed Income strategy makes Pensions & Investments' TOP MANAGER list again for Q1/2018.

Reach the Top

Pensions & Investments: Herzfeld Top Manager

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.

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Secret Stars: the quiet but mighty mixed asset managers

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."

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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."

WSJ-Why-It-Pays-to-Write-Shareholder-Rep

WSJ Study shows that a poorly written shareholder report will hurt a share price. Daisy Maxy, of The Wall Street Journal, interviews Erik Herzfeld.

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Citywire showcases three eye-catching portfolio managers who have earned a Citywire rating based on their risk-adjusted returns. 

[Disclaimer: By clicking this link, you will be leaving www.herzfeld.com.  Thomas J. Herzfeld Advisors, Inc. does not endorse this site, its sponsors, or any of the policies, activities, products or services offered on the site or by any advertiser on the site.  Thank you for your interest in our firm.]

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Bloomberg: Trump Tantrum Sends Muni Closed-End Fund Discount to

1-Year High

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.

*See important Disclosures.

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