BGB: Tactical Opportunity With Liquidation Potential

Blackstone Strategic Credit 2027 Term Fund offers a floating-rate, high-yield portfolio with a current ~5% discount and ~8% yield. BGB's term structure is set for potential liquidation in under a year, creating a likely catalyst for discount narrowing via liquidation or a 100% NAV tender offer. Potential distribution increases may follow further Fed hikes, enhancing BGB's income appeal as well.

Seeking Alpha • Oct 19, 2026

Triple-Factor Closed-End Fund Report, September 2026: HFRO's Discount Keeps Widening

Our Triple-Factor screen identifies closed-end funds combining a yield above 6.5%, distribution coverage above 90%, and a discount to NAV, screening over 400 CEFs as of the close of September 15, 2026. Portfolio holdings Highland Opportunities and Income (HFRO), BNY Mellon High Yield Strategies (DHF), PIMCO Dynamic Income Opportunities (PDO), and Blackstone Strategic Credit 2027 (BGB) all rank among this month's top lists. As a reminder, these top lists are meant to be preliminary shortlists for further research, and are not meant to be the final analysis for a buy or sell decision.

Seeking Alpha • Sep 25, 2026

Triple-Factor Closed-End Fund Report, August 2026: A Few Portfolio Holdings Stand Out

The Triple-Factor CEF screen systematically identifies funds with yields above 6.5%, coverage above 90%, and discounts to NAV for balanced income and value. BNY Mellon High Yield Strategies Fund and Flaherty & Crumrine Preferred Income Opp stand out for deep discounts, strong yields, and robust coverage. Negative z-scores highlight CEFs trading below historical valuation ranges, suggesting potential mean-reversion opportunities for sophisticated investors.

Seeking Alpha • Sep 3, 2026

Income-Covered Closed-End Fund Report, May 2026

We screen ~400 closed-end funds for full distribution coverage, prioritizing funds with coverage above 100% to reduce risk of distribution cuts. Top Income-Covered CEFs trading at wide discounts, like BGX and VFL, offer both high yields and potential for price appreciation if discounts narrow. Funds with the most negative z-scores, such as JHI and FMY, are trading below their historical average discounts, highlighting potential value opportunities.

Seeking Alpha • Jun 12, 2026

BGB: Discount Widens On Term Fund With Institutional CEF Investor Taking A Stake

Blackstone Strategic Credit 2027 Term offers a widened discount exceeding 5.5%, now above our "Buy" threshold, prompting an upgrade. BGB's term structure and anticipated 2027 liquidation create a tactical opportunity, with a recent investment from a large institutional CEF investment group. The fund's floating-rate, senior secured loan portfolio provides diversification but carries leveraged below-investment-grade credit risk.

Seeking Alpha • Apr 8, 2026

Income-Covered Closed-End Fund Report, March 2026

The Income-Covered Closed-End Fund Report screens for CEFs with distribution coverage exceeding 100%, targeting funds less likely to cut payouts. Discounted, fully-covered CEFs offer dual benefits: potential price appreciation from narrowing discounts and enhanced yields based on full NAV distributions. Composite metrics combining yield, discount, and z-score help identify CEFs offering value on both absolute and relative terms, with high income potential.

Seeking Alpha • Apr 1, 2026

CEF Market Weekly Review:  Aberdeen Proposes Removing Fund Term Structure

Aberdeen infrastructure CEF ASGI proposes removing its 2035 term structure, a move that is detrimental to shareholder interests and alpha opportunities. Loan CEFs have cheapened as anticipated, following distribution cuts following Fed policy rate expectations. CLO Equity CEFs like OCCI, CCIF, EARN, and SPMC reported significant February NAV declines, raising leverage, leading to potential forced asset sales in a fragile sector.

Seeking Alpha • Mar 29, 2026

The Chemist's Triple-Factor Closed-End Fund Report, October 2025

The Triple-Factor CEF Report screens over 400 funds for high yield (>6.5%), strong coverage (>90%), and discount to NAV, balancing yield, sustainability, and value. Top lists include funds with widest discounts, best z-scores, highest yields, and best combined metrics, offering potential for price appreciation and enhanced yields. Explore top lists for further research; these shortlists are not final buy/sell recommendations. Always verify coverage ratios with official fund documents.

Seeking Alpha • Oct 25, 2025

BGB: Discount Worth Watching With Term Approaching

Blackstone Strategic Credit 2027 Term Fund offers a term structure with potential liquidation in September 2027, currently trading at a -4.87% discount. BGB's discount has widened recently due to credit events like First Brands' bankruptcy, but overall exposure to such events remains minimal due to strong diversification. Distribution yield is 7.86%, but payouts are likely to decrease as the Fed cuts rates, while reducing borrowing costs, but the reduction is offset by lower underlying yields.

Seeking Alpha • Oct 16, 2025

4 Closed-End Fund Buys (And 1 Sell) In The Month Of August 2025

August saw continued gains across major indexes, with RSP and Dow outperforming the tech-heavy benchmarks toward the second half of the month. As the markets continue to hit and trade near all-time highs, now including the Dow Jones hitting all-time highs, I've been continuing to build up my cash position. At the same time, every month I do some buying to keep the income compounding on itself over the long term.

Seeking Alpha • Sep 15, 2025