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- Education New York University; Miami University of Ohio
- Qualifications MBA, BS
- Date of Birth February 23, 1975
- Industry Financial Services
- Investment Experience Approximately 20 years
- Batavia
- Ohio
- Watch Dan's Webinar where he …
Dan Plettner
Individual Investor
For more than 14 years I've focused my investing and research efforts on Closed-End Mutual Funds, called CEFs. They represent an alternative way to invest in stocks and bonds. CEFs frequently trade at a discount relative to the price of fund’s underlying portfolio, which I personally see as a way to own stocks and bonds at a discount to their underlying value.
I previously worked as a closed-end fund product specialist at Morgan Stanley. More recently, I provided independent closed-end fund research to institutional investors. I have written more than 50 articles regarding closed-end funds and am frequently quoted in the media.
My goal is to invest in funds that I believe offer a favorable mix of risk versus potential reward. I attempt to earn a profit when the gap between the market price and the net asset value of a fund narrows.
Investment models
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Dan Plettner MLP Direct Ownership
See full details- Allocation Strategy Long-Only
- Approach Fundamental
- Asset Class Other Asset Class
- Geography US
- Style Yield
Performance-
3.8%90 day
-
26.5%365 day
Avg. Sub.-
3.7%90 day
Monthly vs S&P5001.4% 12 months
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Dan Plettner Taxable Income
See full details- Allocation Strategy Long-Only
- Approach Fundamental
- Asset Class Multi Asset Class
- Geography Global
- Style Yield
Performance-
3.5%90 day
-
23.1%365 day
Avg. Sub.-
3.1%90 day
Monthly vs S&P500-0.1% 12 months
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Dan Plettner Long/Short Opportunistic
See full details- Allocation Strategy Long-Short
- Approach Fundamental
- Asset Class Multi Asset Class
- Geography Global
Performance-
0.6%90 day
-
32.6%365 day
Avg. Sub.-
-1.4%90 day
Monthly vs S&P50012.0% 12 months
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Dan Plettner Core
See full details- Allocation Strategy Long-Only
- Approach Fundamental
- Asset Class Multi Asset Class
- Geography Global
- Style Yield
Performance-
2.8%90 day
-
26.4%365 day
Avg. Sub.-
1.5%90 day
Monthly vs S&P5003.2% 12 months
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Dan Plettner Well-Intentioned Activism
See full details- Allocation Strategy Long-Only
- Approach Fundamental
- Asset Class Multi Asset Class
- Geography Global
Performance-
-0.4%90 day
-
39.1%365 day
Avg. Sub.-
-1.0%90 day
Monthly vs S&P50019.3% 12 months
Important Information
1. Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.
3. The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.
Model commentary
Why I'm shorting these three closed-end funds
14 May 2013
All three trade at unjustified premiums to their NAV.
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