2024
May 6, 2024
★★★★★ 5-Star Overall Morningstar Rating™
Thomas J. Herzfeld Advisors, Inc. is excited to announce it received four 5-Star Overall Morningstar Ratings™ for the quarter ended March 31, 2024.
Contact Us to receive full Morningstar Comprehensive Reports with ranking and rating criteria.
February 15, 2024
★★★★★ 5-Star Overall Morningstar Rating™
Thomas J. Herzfeld Advisors, Inc. is excited to announce it received four 5-Star Overall Morningstar Ratings™ for the quarter ended December 31, 2023.
Contact Us to receive full Morningstar Comprehensive Reports with ranking and rating criteria.
2023
★★★★★ 5-Star Overall Morningstar Rating™
Thomas J. Herzfeld Advisors, Inc. is excited to announce it received three 5-Star Overall Morningstar Ratings™ for the quarter ended September 30, 2023.
Contact Us to receive full Morningstar Comprehensive Reports with ranking and rating criteria.
October 2, 2023
Forbes (Daily Cover): Closed-End Fund Kahuna
October 2, 2023 | by William Baldwin
Forbes' William Baldwin interviews Erik Herzfeld about opportunities in the closed-end fund space that are often missed by investors. "Fund Shark: By feeding in waters teeming with unsophisticated retail investors, Miami's Thomas J. Herzfeld Advisors is able to feast on shares that are often mispriced. Confessions of a Closed-End Fund Bargain-Hunter."
Photo credit: Mary Beth Koeth
Bloomberg News: Muni Buyers Can Find Bargains in Unlevered Closed-End Funds
August 18, 2023 | by Martin Z. Braun
Martin Z. Braun interviews TJH Portfolio Manager Ryan Paylor about opportunities in the unlevered municipal closed-end fund space. Read Bloomberg article here.
PSN Top Guns Rating for five Herzfeld SMA Strategies 2/2023
August 18, 2023
Herzfeld Fixed Income- 1 + 3 Stars in Global Fixed Income Universe
Herzfeld Foreign- 1 Star in Global/International Balanced Universe
Herzfeld Muni Bond- 2 + 3 Stars in All Maturity/Variable and Muni Universe
Herzfeld Special Situations- 3 Stars All Cap Universe
Herzfeld Preferred- 1 + 3 Stars All Maturity/Variable Universe
Disclaimer: Note that readers should review the criteria for each award as reflected on the third party’s webpage. In addition, any awards reflect past performance and may not reflect the current performance or status of the firm and may no longer be applicable. Contact us for more information on how the ratings are apportioned and for full disclosures regarding third party news and awards.
July 31, 2023
TJH: Best Financial Advisory 2023 Award Recipient!
July 31, 2023, USA TODAY
We are thrilled to share that Thomas J. Herzfeld Advisors has been recognized for excellence and achievement with USA TODAY. Best Financial Advisory Firms of 2023 Award Recipient.
Contact us for more details.
May 17, 2023
Pensions & Investments: Herzfeld strategies make Top-Performing Managers list for Q1/2023
May 17, 2023 | Palash Ghosh
Palash Ghosh: Bond strategies rebound in Q1 after difficult 2022. Herzfeld's Fixed Income and Tax-Exempt strategies make P&I's "Overall U.S. fixed income separate accounts" top-ranking list for 1- and 5-year returns in Q1/2023. Pensions & Investments' Palash Ghosh interviews Portfolio Manager Erik Herzfeld. Read article here.
Disclaimers: See P&I ratings criteria here. Note that ratings may not be representative of any one client’s experience because the rating reflects the Herzfeld Fixed Income Composite or the Herzfeld Tax-Exempt Composite, which are an average of all of the experiences of Herzfeld’s clients within the Composites. Ratings may not be indicative of future performance.
May 17, 2023
PSN Top Guns Rating for four Herzfeld SMA Strategies Q1/2023
May 17, 2023
Herzfeld Fixed Income- 3 Stars in Global Fixed Income Universe
Herzfeld Foreign- 1 Star in Global/International Balanced Universe
Herzfeld Muni Bond- 2 + 3 Stars in All Maturity/Variable and Muni Universe and US FI Universe
Herzfeld Preferred- 3 Stars All Maturity/Variable Universe
Disclaimer: Note that readers should review the criteria for each award as reflected on the third party’s webpage. In addition, any awards reflect past performance and may not reflect the current performance or status of the firm and may no longer be applicable. Contact us for more information on how the ratings are apportioned and for full disclosures regarding third party news and awards.
May 4, 2023
★★★★★ Overall Morningstar Rating™
May 4, 2023
Morningstar Ratings™ Q4/2022: Thomas J. Herzfeld Advisors, Inc received
5-Star Overall Morningstar Rating™ for three investment strategies.
Contact us for more information.
February 23, 2023
PSN Top Guns Rating for three Herzfeld SMA Strategies Q4/2022
February 23, 2023
Herzfeld Fixed Income- 3 Stars in Global Fixed Income Universe
Herzfeld Muni Bond- 3 Stars in All Maturity/Variable and Muni Universe
Herzfeld Preferred- 2 and 3 Stars All Maturity/Variable Uni and US Fixed Income Universe
Disclaimer: Note that readers should review the criteria for each award as reflected on the third party’s webpage. In addition, any awards reflect past performance and may not reflect the current performance or status of the firm and may no longer be applicable. Contact us for more information on how the ratings are apportioned and for full disclosures regarding third party news and awards.
February 18, 2023
★★★★★ Overall Morningstar Rating™
February 18, 2023
Morningstar Ratings™ Q4/2022: Thomas J. Herzfeld Advisors, Inc received
5-Star Overall Morningstar Rating™ for three investment strategies.
Contact us for more information.
2022
PSN Top Guns Rating for four Herzfeld SMA Strategies Q3/2022
November 18, 2022
Herzfeld Fixed Income- 3 Stars in Global Fixed Income Universe
Herzfeld Muni Bond- 1, 2, and 3 Stars in All Maturity/Variable and Muni Universe
Herzfeld Special Situations- Bull/Bear All Cap Universe
Herzfeld Preferred- 2 and 3 Stars All Maturity/Variable Uni and US Fixed Income Universe
Disclaimer: Note that readers should review the criteria for each award as reflected on the third party’s webpage. In addition, any awards reflect past performance and may not reflect the current performance or status of the firm and may no longer be applicable. Contact us for more information on how the ratings are apportioned and for full disclosures regarding third party news and awards.
★★★★★ Overall Morningstar Rating™
November 16, 2022
Morningstar Ratings™ Q3/2022: Thomas J. Herzfeld Advisors, Inc received
5-Star Overall Morningstar Rating™ for three investment strategies.
Contact us for more information.
Pensions & Investments: Herzfeld strategies make top-performing fixed income list for Q2/2022
August 22, 2022 | Trilbe Wynne
Disclaimers: See P&I ratings criteria here. Note that ratings may not be representative of any one client’s experience because the rating reflects the Herzfeld Fixed Income Composite, which is an average of all of the experiences of Herzfeld’s clients within the Fixed Income Composite. Ratings may not be indicative of future performance.
★★★★★ Overall Morningstar Rating™
August 8, 2022
Morningstar Ratings™ Q2/2022: Thomas J. Herzfeld Advisors, Inc received
5-Star Overall Morningstar Rating™ for three investment strategies.
Contact us for more information.
PSN Top Guns Rating for 5 Herzfeld SMA Strategies Q1/2022
May 18, 2022
Herzfeld Balanced- 2 Stars Global/International Balanced Universe
Herzfeld Fixed Income- 1, 2, and 3 Stars in Global Fixed Income Universe
Herzfeld Muni Bond- 1, 2, and 3 Stars in All Maturity/Variable and Muni Universe
Herzfeld Special Situations- 2 Stars All Cap Universe
Herzfeld Preferred- 1, 2, and 3 Stars All Maturity/Variable Uni and US Fixed Income Universe
Disclaimer: Note that readers should review the criteria for each award as reflected on the third party’s webpage. In addition, any awards reflect past performance and may not reflect the current performance or status of the firm and may no longer be applicable. Contact us for more information on how the ratings are apportioned and for full disclosures regarding third party news and awards.
P&I Special Report: Top Performing Managers
High yield, inflation drive bond strategies
February 28, 2022 | Trilbe Wynne
Disclaimers: See P&I ratings criteria here. Note that ratings may not be representative of any one client’s experience because the rating reflects the Herzfeld Fixed Income Composite, which is an average of all of the experiences of Herzfeld’s clients within the Fixed Income Composite. Ratings may not be indicative of future performance.
PSN Top Guns Rating for Four Herzfeld SMA Strategies Q4/2021
February 17, 2022
The firm's PSN Top Guns Products for 4Q/2021 include:
Muni Bond 2 Stars and 3 Stars - Municipals Universe
Muni Bond 2 Stars and 3 Stars - All Maturity/Variable Universe
Preferred 1 Star, 2 Stars and 3 Stars - All Maturity/Variable Universe
Fixed Income 1 Star, 2 Stars and 3 Stars - Global Fixed Income Universe
Balanced 2 Stars - Global / Intl Balanced Universe
For full information, description and disclosures on third party awards, please contact us.
★★★★★ Overall Morningstar Rating™
February 3, 2022
Morningstar Ratings™ are out for Q4/2021: Thomas J. Herzfeld Advisors, Inc received
5-Star Overall Morningstar Rating™ for three investment strategies.
Contact us for more information.
Press Release: Thomas J. Herzfeld Advisors, Inc. Announces New Director of Private Fund Operations
January 20, 2022
The firm is proud to welcome Kevin Carey-Trickett as Director of Private Fund Operations effective January 15, 2022. Mr. Carey-Trickett joins the operations team at TJHA after having served in various senior operations positions with private fund administrators located in the Cayman Islands and Ireland.
2021
P&I Special Report: Top Performing Managers
High Yield, TIPS strategies find success amid flat bond markets
November 29, 2021 | Trilbe Wynne
Herzfeld Fixed Income makes P&I top manager list in the US SA Multisector Bond Category for 1 and 5 year returns Q3/2021. Pensions & Investments' Trilbe Wynne interviews Portfolio Manager Ryan Paylor
Disclaimers: See P&I ratings criteria here. Note that ratings may not be representative of any one client’s experience because the rating reflects the Herzfeld Fixed Income Composite, which is an average of all of the experiences of Herzfeld’s clients within the Fixed Income Composite. Ratings may not be indicative of future performance.
PSN Top Guns Rating for Seven Herzfeld SMA Strategies Q2/2021
August 26, 2021
The firm's PSN Top Guns Products for 2Q 2021 include:
Herzfeld Balanced 1 Stars Global / Intl Balanced Universe
Fixed Income 1 Stars2, Stars, 3 Stars Global Fixed Income Universe
Foreign 2 Stars Global / Intl Balanced Universe
Muni Bond 1 Stars, 2 Stars, 3 Stars All Maturity/Variable Universe
Muni Bond 1 Stars, 2 Stars, 3 Stars Municipals Universe
Special Sit 1 Stars All Cap Universe
For full information, description and disclosures on third party awards, please contact us.
Pensions&Investments Special Report
Top-Performing Mangers: High-yield continues to produce highest returns
August 20, 2021 | Trilbe Wynne
Herzfeld Fixed Income makes Pensions & Investments top manager list for 1 and 5 year returns Q2/2021. Pensions & Investments' Trilbe Wynne interviews Portfolio Manager Erik Herzfeld on Herzfeld's Fixed Income Composite making P&I's Top Manager list.
Pensions&Investments Special Report
Top-Performing Mangers: High-yield strategies dominate Morningstar's 1-year fixed-income rankings.
May 17, 2021 | Trilbe Wynne
High-yield strategies were the top performers in fixed income in the first quarter of 2021, Pensions & Investments' Trilbe Wynne interviews Portfolio Manager Ryan Paylor on Herzfeld's Fixed Income Composite making P&I's Top Manager list.
2020
WSJ: Are Stock Investors 'Irrationally Exuberant' again?
July 5, 2020 | Mark Hulbert
The Wall Street Journal's Mark Hulbert interviews Portfolio Manager Ryan Paylor: One of the current narratives about the market is that it’s being boosted by foolishly optimistic investors. The numbers don’t support that.
WSJ: The Oil Crash is Hitting this Investment Hard
March 24, 2020 | Sarah Toy
The Wall Street Journal's Sarah Toy interviews Portfolio Manager Erik Herzfeld on energy closed-end funds, as Goldman, Kayne and Tortoise products slide.
PSN Top Guns Rating for Four Herzfeld SMA Strategies Q4/2019
February 19, 2020
The firm's PSN Top Guns Products for 4Q 2019 include:
Muni Bond 2 Stars Municipals Universe
Fixed Income 2 Stars Global Fixed Income Universe
Fixed Income 3 Stars Global Fixed Income Universe
Foreign 2 Stars Global / Intl Balanced Universe
For full information, description and disclosures on third party awards, please contact us.
Bloomberg Prep: Credit's Mixed Signals
January 20, 2020 | Alex Knapp
Portfolio Manager Alex Knapp, CFA, explores the mixed signals behind the credit market. Published by Bloomberg Prep.
PSN Top Guns Rating for Four Strategies Q3/2019
November 20, 2019
Excited to share that four strategies received PSN Top Guns for Q3/19:
Municipal Bond: 1, 2, 3 Stars Municipals Universe
Preferred: 3 Stars All Maturity/Variable Universe
Fixed Income: 3 Stars Global Fixed Income Universe
Balanced: 3, 4 Stars Global / Intl Balanced Universe
For full information, description and disclosures on third party awards, please contact us.
★★★★★ Overall Morningstar Rating™
November 20, 2019 |
Bloomberg: Ivascyn Bets $3.2 Million of Own Money in Pimco Energy Debt
October 22, 2019 | Miles Weiss
Bloomberg News interviews Portfolio Manager Ryan Paylor regarding Dan Ivascyn's $3.2
million investment in Pimco Energy &Tactical Credit Opportunities Fund, a closed-end
fund specializing in energy debt.
Full interview available on Bloomberg.
PSN Top Guns Rating for Four Strategies Q2/2019
August 19, 2019
Excited to share that four strategies received PSN Top Guns for Q2/19:
Municipal Strategy- 1, 2 and 3 Stars Municipals Universe
Preferred Strategy- 3 Stars All Maturity/Variable Universe
Fixed Income Strategy- 3 Stars Global Fixed Income Universe
Balanced Strategy- 3 and 4 Stars Global / Intl Balanced Universe
PSN Top Guns Rating for Five Strategies Q1/2019
May 16, 2019 |
Excited to share that five of the Firm's strategies achieved Top Guns status within the Informa Investment Solutions' PSN manager ranking database for 1Q/2019.
What does Top Guns mean?
Receiving Top Guns status means that these strategies were "among the top 10 performers within one or more peer groups reporting to PSN (the longest-running investment manager database in North America). PSN Top Guns performance rankings are tabulated for thousands of strategies across 58 peer groups subdivided by increasingly rigorous screens." Contact us for full rankings.
Older Posts- News Archive
★★★★★ Overall Morningstar Rating™
May 6, 2019 |
Morningstar Ratings™ are out for Q1/2019: Thomas J. Herzfeld Advisors, Inc received 5-Star Overall Morningstar Rating™ for three investment strategies.
Pensions & Investments: Herzfeld Top Performing Manager Q2/2018
August 20, 2018 | Trilbe Wynne
Pensions & Investments' Trilbe Wynne interviews the firm after making P&I's Top Performing Manger list again for Q2/2018. Herzfeld's Fixed Income strategy ranks Top 1% for 1-3-5 year returns in High Yield bond category. Contact us for full report and rankings.
PSN Top Guns Rating for Four Strategies Q4/2018
February 19, 2019 |
Excited to share that four strategies received PSN Top Guns for Q4/18:
Municipal Strategy- 3 Stars Municipals Universe
Preferred Strategy- 3 Stars All Maturity/Variable Universe
Fixed Income Strategy- 3 Stars Global Fixed Income Universe
Balanced Strategy- 4 Stars Global / Intl Balanced Universe
Morningstar 5-Star Rating for Three Strategies Q4/2018
February 5, 2019 |
Morningstar rankings are out for Q4/2018: Thomas J. Herzfeld Advisors, Inc receives Morningstar 5-star ranking for three Herzfeld strategies. Click here to see details.
Pensions & Investments: Herzfeld Top Performing Manager Q3/2018
November 12, 2018 | Trilbe Wynne
MORNINGSTAR 5-STAR RATING FOR FIVE STRATEGIES Q3/2018
November 7, 2018 |
HERZFELD ACHIEVES PSN TOP GUNS STATUS Q2/2018
August 15, 2018 |
Herzfeld is excited to announce that three of its strategies get PSN Top Guns ranking for Q2/2018. See how are Fixed Income strategy ranks here
MORNINGSTAR 5 STAR RATINGS FOR THREE HERZFELD STRATEGIES Q2/2018
August 6, 2018 |
Morningstar rankings are out for Q2/2018: Morningstar Overall 5-star rankings for three Herzfeld strategies: Municipals, Preferred and Special Situations. Contact us to see full list of ratings and rankings.
Bloomberg Interviews Portfolio Manager Ryan Paylor on Ackman's CEF
June 6, 2018 | Miles Weiss
Bloomberg's Miles Weiss interviews Portfolio Manager Ryan Paylor on Bill Ackman's Pershing Square, in "Ackman to Put Gains From Luxury Apartments Into Pershing Buyback"
Bloomberg Interviews Portfolio Manager Ryan Paylor on Muni-Bonds
May 17, 2018 | Martin Z. Braun
Bloomberg's Martin Z. Braun interviews Portfolio Manager, Ryan Paylor, on the CEF muni bond market "Fire Sale for Closed-End Muni Funds Means Only Brave Should Buy"
Pensions & Investments: Herzfeld "Top Performing Manager"
May 14, 2018 | Pensions & Investments, Source: Morningstar
Herzfeld Fixed Income strategy makes Pensions & Investments' TOP MANAGER list again for Q1/2018.
Pensions & Investments: Herzfeld Top Manager
February 19, 2018 | Trilbe Wynne
P&I's Special Report names Herzfeld Top Performing Managers of Domestic Intermediate-Duration Fixed Income. Pensions & Investments' Trilbe Wynne interviews Portfolio Managers Erik Herzfeld and Ryan Paylor, after the firm's Fixed Income strategy places in Morningstar's Top-performing mangers list for overall U.S. bonds category.
Secret Stars: the quiet but mighty mixed asset managers
May 4, 2017 | Robert St. George
Citywire reports "Funds don’t have to be in the limelight to deliver strong performance, as those at the top of the flexible sector ranking show."
Citywire: Boutique of the week: How Herzfeld hunts for discounts
April 20, 2017 | Alex Steger
Citywire showcases "a lesser-known manager from a smaller shop running a unique or impressive strategy. Erik Herzfeld explains how he seeks out underpriced closed-end funds."
WSJ: Why It Pays to Write Shareholder Reports Well
April 10, 2017 | Daisy Maxy
WSJ Study shows that a poorly written shareholder report will hurt a share price. Daisy Maxy, of The Wall Street Journal, interviews Erik Herzfeld.
Citywire: "Research radar: four managers rising up our ratings"
February 9, 2017 |
Citywire showcases three eye-catching portfolio managers who have earned a Citywire rating based on their risk-adjusted returns.
[Disclaimer: By clicking this link, you will be leaving www.herzfeld.com. Thomas J. Herzfeld Advisors, Inc. does not endorse this site, its sponsors, or any of the policies, activities, products or services offered on the site or by any advertiser on the site. Thank you for your interest in our firm.]
Bloomberg: Trump Tantrum Sends Muni Closed-End Fund Discount to
1-Year High
November 18, 2016 | Martin Z. Braun
Bloomberg's Martin Z. Braun interviews TJH Portfolio Manager Ryan Paylor about discounts in the closed-end fund municipals space.
*See important Disclosures.