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As part of our ongoing effort to keep our clients and the investment community informed, Investment Partners publishes periodic updates with observations, market commentaries, news on current activism, and practical insights into timely financial concerns.


All content is provided for informational purposes only and is not intended to be construed as investment advice or as an offer or solicitation to purchase or sell any security.  Please click on "Important Disclosures" link at the top or "Disclosure" link at the bottom of page for more information or click here .

 
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  Media & Press Information
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Observations, Analysis & Insights

2017

Expectations for 2017

2016

Q1 - Quarterly Report 2016

Investment Partners Asset Management

Q2 - Quarterly Report 2016

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Q3 - Quarterly Report 2016

Investment Partners Asset Management

 

2015

Q1 - Quarterly Report 2015

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Q2 - Quarterly Report 2015

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Q3 - Quarterly Report 2015

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Q4 - Quarterly Report 2015

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2014

Q1 - Quarterly Report 2014

Investment Partners Asset Management

Q2 - Quarterly Report 2014

Investment Partners Asset Management

Q3 - Quarterly Report 2014

Investment Partners Asset Management

Q4 - Quarterly Report 2014

Investment Partners Asset Management

2013

Q1 - Quarterly Report 2013

Investment Partners Asset Management

Q2 - Quarterly Report 2013

Investment Partners Asset Management

Q3 - Quarterly Report 2013

Investment Partners Asset Management

Q4 - Quarterly Report 2013

Investment Partners Asset Management

2012

Q1 - Quarterly Report 2012

Investment Partners Asset Management

Q2 - Quarterly Report 2012

Investment Partners Asset Management

Q3 - Quarterly Report 2012

Investment Partners Asset Management

Q4 - Quarterly Report 2012

Investment Partners Asset Management

2011

Q1 - Quarterly Report 2011

Investment Partners Asset Management

Q2 - Quarterly Report 2011

Investment Partners Asset Management

Q3 - Quarterly Report 2011

Investment Partners Asset Management

Q4 - Quarterly Report 2011

Investment Partners Asset Management

2010
Q1 - Quarterly Report
2010
Investment Partners Asset Management

Q2 - Quarterly Report 2010
Investment Partners Asset Management

Q3 - Quarterly Report 2010
Investment Partners Asset Management

Q4 - Quarterly Report 2010

Investment Partners Asset Management

2009
Q1 - Quarterly Report 2009
Investment Partners Asset Management

Q2 - Quarterly Report 2009
Investment Partners Asset Management

Q3 - Quarterly Report 2009
Investment Partners Asset Management

Q4 - Quarterly Report 2009
Investment Partners Asset Management

11/15/2008

Frank J. Abella - Investment Partners
Excerpt from Frank's 2008 presentation to clients.

Gregg Abella - Investment Partners
Excerpt from Gregg's 2008 presentation to clients.

Jay Abella - Investment Partners
Excerpt from Jay's 2008 presentation to clients.

Archive
2008 - 2004

 
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Sampling - Activism & Advocacy

 

09/17/15 Investment Partners writes letter to the board of TICC Capital Corp.  Read the Letter

08/18/14 - Investment Partners writes letter to board of Fifth Street Senior Floating Rate Corp.  Read the Press Release

08/14/14 -   Letter to Board of Volcano Corporation Urging Pursuit of Strategic Alternatives

11/19/13 - Investment Partners announces that it intends to vote "for" managers in Constellation Energy Partners' Proxy.  Read the Press Release

02/20/13 -   Letter to Board of Dell, Inc. Regarding Suggestion to Modify Terms of Buy-Out

10/23/12 -   CEP - Constellation Energy Partners 13D Filing

8/29/12 - Investment Partners announces a shareholder proposal submitted by a fund it manages has been inlcuded in Foxby Corp.'s proxy statement.  Read the Press Release

6/11/12 - Investment Partners announces a shareholder proposal submitted by a fund it manages has been inlcuded in Rainmaker Systems' proxy statement.  Read the Press Release

11/15/11 - Investment Partners announces that the Investment Partners Opportunities Fund has submitted a shareholder proposal to Eastman Kodak. Read the Press Release

09/12/11 - Investment Partners announces that a shareholder proposal submitted by a fund it manages has been included in Constellation Energy Partners' Proxy Read the Press Release

04/27/11 - Investment Partners writes letter to Constellation Energy Group questioning its continued involvement as largest owner and board member of Constellation Energy Partners Read the Press Release

03/02/11 - Investment Partners writes letter to 2 largest shareholders of Eastman Kodak requesting they lead effort to effect change at the company. Read the Press Release

11-29-10
FXBY-Foxby Corp
Letter to Board

09-28-10
CEP-Constellation Energy Partners
Letter to CEG

09-02-10
CEP-Constellation Energy Partners
Letter to Board

08-25-10
OTIX-Otix Global
Letter to CFO

10-06-2009
BQY-Blackrock S&P Quality Rankings
Global Equity Managed Trust

Letter to Board

Archive
2009 - 2004

 

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News & Press

05/08/17 - Gregg Abella interviewed by the Wall St Transcript "Seeking Value and GARP in a High-Valuation Environment" - Read the Interview

(Note for link: Please read Important Disclosures at link above or click here)

11/23/16 - Frank Abella and Gregg Abelladiscuss  Demystifying Complexities in Closed End Funds on CEFA.com Hear the Interview

(Note for link: Please read Important Disclosures at link above or click here)

03/17/16 - Gregg Abella discusses Volatility and Covered Calls on AssetTV See the video

(Note for video link: Please read Important Disclosures at link above or click here)

02/26/16 - Gregg Abella discusses Business Development Companies and Covered Calls on TheStreet.Com See the video

(Note for video link: Please read Important Disclosures at link above or click here)

08/28/15 - Gregg Abella discusses the market on Nightly Business Report produced by CNBC with Sue Herera See the video

(Note for video link: Please read Important Disclosures at link above or click here)

 

08/28/15 - Gregg Abella discusses attributes of Closed End Funds with Aberdeen Asset Management

Discovering Closed Ends

Exploring the Advantages of Closed Ends

(Note for video links: Please read Important Disclosures at link above or click here)

 

12/05/14 - Gregg Abella discusses the market on Nightly Business Report produced by CNBC with Tyler Mathisen See the video

(Note for video link: Please read Important Disclosures at link above or click here)

10/08/14 - Frank Abella discusses closed-end fund characteristics at the CEFA Advisor Summit See the video

(Note for video link: Please read Important Disclosures at link above or click here)

7/25/14 - Gregg Abella discusses the market on Nightly Business Report produced by CNBC with Tyler Mathisen See the video

(Note for video link: Please read Important Disclosures at link above or click here)

1/27/14 - Gregg Abella previews Apple earnings and role of Informatics as a theme for technology companies on Bloomberg TV (Market Makers with Eric Schatzker, and Stephanie Ruhle.)  

See the video

(Note for video link: Please read Important Disclosures at link above or click here)

10/22/13 - Gregg Abella discusses Apple and iPad on Bloomberg TV (Market Makers with Eric Schatzker, and Stephanie Ruhle.)  

See the video

(Note for video link: Please read Important Disclosures at link above or click here)

9/10/13 - Gregg Abella discusses Apple and Its New Products on Bloomberg TV (Market Makers with Eric Schatzker, and Stephanie Ruhle.)  

See the video

(Note for video link: Please read Important Disclosures at link above or click here)

8/23/13 - Gregg Abella discusses Microsoft Management Change (Bloomberg TV's Market Makers with Cory Johnson, Eric Schatzker, and Stephanie Ruhle.  Interview appears from minute 1:35 to 3:50.) See the video

(Note for video link: Please read Important Disclosures at link above or click here)

August 2013 - Published Commentary from Gregg Abella in NJCA News & Views (www.njcaonline.org) - "The Theory Behind Gold" Read the Article

7/23/13 - Gregg Abella discusses Apple on Nightly Business Report produced by CNBC with Tyler Mathisen and Susie Gharib.  

See the video

(Note for video link: Please read Important Disclosures at link above or click here)

5/21/13 - Gregg Abella discusses Microsoft Xbox on Bloomberg TV (Bloomberg West with Cory Johnson.  Interview appears from minute 0:57 to end.) See the video

(Note for video link: Please read Important Disclosures at link above or click here)

2/19/13 - Gregg Abella discusses Dell earnings and attempt to go private on Bloomberg TV (Bloomberg West with Cory Johnson. Interview appears from minute 2:24 to end.See the video

(Note for video link: Please read Important Disclosures at link above or click here)

12/03/12 - Gregg Abella discusses Microsoft management on Bloomberg TV (Bloomberg West with Cory Johnson). See the video    (Note for video link: Please read Important Disclosures at link above or click here)

10/4/12 - Investment Partners announces that Gregg Abella has earned Accredited Investment Fiduciary ®Designation from fi360.  Read the Press Release

8/06/12 - Gregg Abella discusses Samsung and Apple Patent Battle on Bloomberg TV (Bloomberg West with Cory Johnson). See the video    (Note for video link: Please read Important Disclosures at link above or click here)

6/14/12 - NJ SPOTLIGHT  Will New Accounting Rules Force NJ to Put Billions More into Pension Payments? - Quoted Commentary from Frank Abella, Jr. Read the Article

5/09/12 - Gregg Abella discusses Cisco in the context of value investing on Bloomberg TV (Taking Stock with Pimm Fox). See the video    (Note for video link: Please read Important Disclosures at link above or click here)

5/09/12 - Frank Abella makes presentation at NJCA regarding Promises and Entitlement Reform. Read the Speech

3/22/12 - Frank Abella makes presentation at Wall Street symposium regarding Public Pension Plans and the 2012 Political Implications of Reform. Read the Speech

1/24/12 - Gregg Abella discusses Apple on Bloomberg TV (Bloomberg West with Cory Johnson. Interview appears from minute 1:02 to end.)  See the video   

(Note for video link: Please read Important Disclosures at link above or click here)

12/8/11 - Frank Abella, Jr. of Investment Partners makes presentation to NJ State Investment Council regarding the apparent underfunding of pension plan for public employees. Read the Speech

07/21/11 - Article Regarding Eastman Kodak

04/07/11 - Article Regarding Eastman Kodak

03/03/11 - Article regarding Eastman Kodak

from Rochester Democrat and Chronicle

Quoted comments from Gregg Abella

(www.democratandchronicle.com)

Reprinted by permission of the Democrat and Chronicle Media Group

07/20/11 - REUTERS

Kodak Shopping around Tech Patents

Quoted comments from Gregg Abella

02/16/11 - REUTERS

Analysis: Investors Tired of Waiting for Kodak to Develop

Quoted comments from Gregg Abella

02/08/11 - Gregg Abella writes letter

to President of Bowdoin regarding trends

in tuition Letter to Barry Mills

06/16/10 - CNN MONEY
What can BP afford to pay? Nobody's sure.
Quoted comment from Frank J.Abella, Jr.

06/15/09 - Herzfeld Advisors Inc.
Preferred Shareholders Demand Representation
Quoted commentary from Gregg Abella

Archive
2008 - 2004

 

Sector-Specific Thought Pieces

02/22/11 - Jay Abella of Investment Partners writes report on recent trends in North American Geopolitics

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