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Matisse Capital's Award-Winning Fund

Matisse Capital, an investment management firm known for its innovative strategies in closed-end funds (CEFs), recently achieved a significant milestone by winning the 2026 LSEG Lipper Fund Award. This prestigious recognition was granted to their Matisse Discounted Closed-End Fund Strategy (MDCEX), which triumphed in the category of Best Fund over 5 Years in the Flexible Portfolio Funds segment. Out of 361 competing funds, MDCEX stood out, demonstrating consistent excellence in investment performance.

The LSEG Lipper Fund Awards have been celebrating outstanding fund managers and their offerings for over 30 years. They highlight those that have successfully delivered risk-adjusted performance amidst a competitive landscape. Matisse Capital's success reflects the disciplined investment methodology employed by their seasoned portfolio managers, Eric Boughton and Bryn Torkelson. Their approach is centered on identifying undervalued opportunities within the closed-end fund market and leveraging these insights to generate income and total returns for their investors.

Nik Torkelson, Managing Partner and Chief Compliance Officer at Matisse Capital, expressed the firm's gratitude for the accolade, stating, "We are honored to receive this recognition. It underscores our team's long-standing commitment to a disciplined, repeatable investment approach and our focus on delivering differentiated outcomes for investors."

Insights into MDCEX's Strategy

The award-winning MDCEX employs a robust strategy that aims to capture inefficiencies in price-to-NAV (Net Asset Value) within closed-end funds. By conducting thorough market research and analysis, Matisse Capital identifies funds that are undervalued in comparison to their NAV, allowing them to capitalize on these discrepancies for better returns. The strategy's core focus is on prudently navigating the complexities of the market, ensuring that each investment aligns with the firm's long-term value-oriented approach.

Performance statistics reveal the fund's resilience and effectiveness, boasting returns of +20.73% over the past year, +18.86% over three years, and +13.08% for five years. These results emphasize not only the fund's growth but also its capacity to weather market fluctuations, appealing to investors seeking stable long-term growth.

Understanding the Lipper Fund Award Criteria

The methodology for the LSEG Lipper Fund Awards is rigorous, evaluating funds based on the Lipper Leader for Consistent Return rating over multiple time horizons—36, 60, and 120 months. To qualify, funds must exhibit strong risk-adjusted performance, with the fund holding the highest rating in its category being declared the winner. This systematic approach seeks to ensure that only the most capable funds are awarded, making the victory for Matisse Capital particularly commendable.

By receiving this award, Matisse Capital joins the ranks of notable fund managers who have been recognized for their outstanding contributions to the investment community. The firm continues to manage approximately $1.6 billion in assets, showcasing its capability to provide innovative solutions for an expanding base of investors.

Conclusion

The success of MDCEX at the 2026 LSEG Lipper Fund Awards is a testament to Matisse Capital's commitment to excellence in investment management. With a focus on disciplined investment strategies and a dedication to delivering value to investors, Matisse Capital is poised for continued success in the dynamic landscape of the financial world. For further details, interested parties can visit their website at Matisse Capital.