Ellsworth Growth and Income Fund (NYSE American: ECF) is a closed-end management investment company that seeks a combination of current income and capital growth. Launched in the late 1990s and listed on the NYSE American, the fund invests primarily in a diversified portfolio of equity securities. Its offerings include common stocks, preferred shares, convertible securities and real estate investment trusts, with an emphasis on companies that exhibit the potential for both dividend payments and long-term appreciation.
The fund’s investment strategy is guided by a disciplined, bottom-up research process. Portfolio managers analyze industry trends, company fundamentals and valuation metrics to identify opportunities across market capitalizations and sectors. While the portfolio has a core focus on U.S. large-cap equities, the fund may allocate to developed international markets and select emerging-market names when attractive risk-reward profiles emerge. This approach is designed to balance growth prospects with reliable income streams.
Incorporated in 1997 and advised by Ellsworth Advisers, LLC, the fund has built a track record of pursuing total return through evolving market cycles. Over its history, the fund has adjusted its sector weightings and security selections in response to shifting economic conditions and corporate earnings expectations. The fund’s global reach allows it to participate in opportunities generated by technological innovation, consumer trends and industrial developments across North America, Europe and selected Asia-Pacific markets.
The fund’s governance and day-to-day operations are overseen by an experienced board of trustees and a dedicated team of investment professionals at Ellsworth Advisers. Led by a President and Chief Investment Officer with more than two decades of equity management experience, the team collaborates with in-house research analysts to monitor portfolio risk, sector exposures and company performance. Ellsworth Growth and Income Fund is positioned to serve investors seeking regular distributions alongside the potential for capital appreciation within a closed-end fund structure.
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