Masters in Business
At the Money Special: Activist Investing for NAV
Mar 26, 2025
Boaz Weinstein, founder of Saba Capital Management, dives into the world of activist investing, focusing on how funds can reclaim their fair value when trading below NAV. He shares strategies for identifying undervalued closed-end funds and engaging with management for greater shareholder returns. The discussion touches on the challenges posed by entrenched management and the intricacies of navigating investment trusts amid economic shifts. Weinstein also highlights the advantages of closed-end fund ETFs and insights on leveraging mispriced assets.
41:30
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Quick takeaways
- Boaz Weinstein's activist investing strategy focuses on acquiring closed-end funds trading below their NAV, advocating for shareholder interests to unlock value.
- The podcast highlights the importance of engaging with fund management to drive accountability and promote significant price corrections for better returns.
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