Eric Boughton, Cfa

Eric Boughton, Cfa Email and Phone Number

Portfolio Manager at Matisse Capital @ Matisse Capital
lake oswego, oregon, united states
Eric Boughton, Cfa's Location
Lake Oswego, Oregon, United States, United States
Eric Boughton, Cfa's Contact Details

Eric Boughton, Cfa personal email

n/a

Eric Boughton, Cfa phone numbers

About Eric Boughton, Cfa

Matisse Capital is an SEC-Registered Investment Advisor located in Lake Oswego, Oregon. It provides investment advisory and consulting services on a fee-only basis to its clients in Oregon, Washington, and the United States. Matisse Capital is the advisor to Matisse Discounted Closed-End Fund Strategy (MDCEX), and Matisse Discounted Bond CEF Strategy (MDFIX).

Eric Boughton, Cfa's Current Company Details
Matisse Capital

Matisse Capital

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Portfolio Manager at Matisse Capital
lake oswego, oregon, united states
Website:
matissecap.com
Employees:
11
Eric Boughton, Cfa Work Experience Details
  • Matisse Capital
    Portfolio Manager
    Matisse Capital Sep 2006 - Present
    Lake Oswego, Oregon
    I devised and manage an investment strategy for discounted Closed-end Funds. As of 12/31/23 its annualized return (January 1, 2006 inception) after an assumed 1% annual fee was 8.9% as compared to the S&P Target Risk Growth Index at 5.8%. After-fee annualized alpha of 1.9%. Annualized after-fee alpha to the MSCI ACWI = 3.2% with a beta of 0.82.
    View
  • 1St Source Investment Advisors
    Portfolio Manager
    1St Source Investment Advisors May 2001 - Aug 2006
    View

Eric Boughton, Cfa Skills

Investment Strategies Investments Portfolio Management Asset Management Mutual Funds Hedge Funds Financial Analysis Equities Investment Management Strategic Planning Etfs Closed End Funds Strategic Financial Planning Alternative Investments Wealth Management Financial Modeling Retirement Planning Management Series 7

Eric Boughton, Cfa Education Details

Frequently Asked Questions about Eric Boughton, Cfa

What company does Eric Boughton, Cfa work for?

Eric Boughton, Cfa works for Matisse Capital

What is Eric Boughton, Cfa's role at the current company?

Eric Boughton, Cfa's current role is Portfolio Manager at Matisse Capital.

What is Eric Boughton, Cfa's email address?

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What schools did Eric Boughton, Cfa attend?

Eric Boughton, Cfa attended University Of Houston, Trinity School At Greenlawn.

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Eric Boughton, Cfa has skills like Investment Strategies, Investments, Portfolio Management, Asset Management, Mutual Funds, Hedge Funds, Financial Analysis, Equities, Investment Management, Strategic Planning, Etfs, Closed End Funds.

Who are Eric Boughton, Cfa's colleagues?

Eric Boughton, Cfa's colleagues are José Alberto Alvarado Martínez, Joe Torkelson, Mac, Keilea Swearingen, Axel Flichtbeil, Deirdre Higdon, Iaccp, Nik Torkelson, Mba, Mimfa, Rebecca Wei, Cfa, Cipm.

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