Exchange Funds

Dec 30, 2007 4:11 am

Anyone have any experience with exchange funds?  I have a prospect who wants me to talk with his friend who has a highly concentrated position.  I know the concept, but do not know anyone who has dealt with them on a regular basis.

Dec 30, 2007 4:46 am

By their nature, you wont find many advisers who regularly invest in them.

I think Eaton Vance has one that works well, I'm not that familiar with it tho, you might try contacting your Eaton Vance wholesaler.