Eric Boughton

Portfolio Manager at Matisse Capital

Role
Portfolio Manager at Matisse Capital
Location
Lake Oswego, OR, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Eric Boughton

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).

Experience

  1. Portfolio Manager

    Matisse Capital

    Sep 2006 — Present · Lake Oswego, OR, US

    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.

Education

  • University of Houston

    BS

    1993 — 1997

  • Trinity School at Greenlawn

    Diploma

    1987 — 1993

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Eric Boughton — Portfolio Manager at Matisse Capital in Lake Oswego, OR, US | Unifers