We've got a new gunslinger writing for us! Charles agreed to extend his already-striking analysis of Matthews Asia Strategic Income and it's now a striking part of our February cover essay. It's really good work.
Lesser highlights: profiles of the post-Dargan Artisan Global (ARTHX), Matthews Asia Strategic Income (MAINX) in light of our call and recent developments in the market and PIMCO Short Asset Investment (PAIUX), Bill Gross's cash management guy.
Some poking at Morningstar for the vagaries of their Analyst Rating system and the scariness of their small-fund choices, but also a celebration of their "buy the unloved" feature and some fascinating research on whether funds, ETFs or CEFs perform better in any given asset class.
A longish discussion of the Matthews call, with announcements of calls upcoming by or with RiverNorth (they're on their own), Seafarer (I'll be asking for your help soon) and Cook & Bynum.
And, well, other stuff.
For what it's worth,