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ADX & CLM Are Out With Their Q1 2023 FinancialsCLM has a plain vanilla port closet indexing the S&P 500 with a tech bias and swing trading cefs to faciltate it's monthly payout. ADX has fancified its closet indexing. It is playing total return swaps on Pepsi,Conagra, Keurig Dr Pepper, Post Holdings & four short XLP swaps. The net effect of all the swapping for the qtr seems to have been a minor negative. The purpose of all the activity is unknown to me. CLM Q1 Report https://www.cornerstonestrategicvaluefund.com/assets/pdfs/investor-reports/CLM_NPORT_Exhibit_2023.03.31.pdf ADX Q1 Report https://www.adamsfunds.com/wp-content/uploads/adx_q1_2023.pdf |
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