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Saba Capital Fund II announces share repurchase and reverse split

EditorBrando Bricchi
Published 01/05/2024, 17:51
Updated 01/05/2024, 17:52
SABA
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NEW YORK - Saba Capital Income & Opportunities Fund II (NYSE: SABA), a closed-end management investment company, has announced a new open market share repurchase program approved by its Board of Trustees. The program authorizes the fund to buy back up to 10% of its common shares each fiscal year, with the aim of enhancing shareholder value by potentially increasing the fund's net asset value (NAV) and reducing its discount to NAV. The timing and volume of repurchases will be governed by the fund's investment adviser, considering various market and portfolio factors.

In addition to the repurchase initiative, the Board has approved a reverse stock split of the fund's common shares at a 1-for-2 ratio, scheduled to take effect after the market closes on June 21, 2024. Trading on a reverse split-adjusted basis is expected to commence on June 24, 2024. As a result of the reverse split, every two shares will be converted into one, and the fund's monthly distribution will adjust accordingly, maintaining the same monthly cash flow to shareholders.

Furthermore, the Board has moved to declassify itself, pending shareholder approval at the next annual meeting. If approved, this change will lead to the annual election of all trustees, aligning the fund's corporate governance with industry standards.

Saba Capital Management, L.P., which took over as the investment adviser for the Fund from Franklin Templeton Advisers, Inc. on January 1, 2024, manages the Fund's investments. The fund focuses on high current income and capital appreciation, investing in a mix of debt and equity securities globally, and may also employ derivatives to enhance returns or mitigate risks.

The fund's investments carry various risks, including market fluctuations, interest rate changes, and the potential for losses from equity and reinsurance-related securities. Investors are encouraged to review the fund's periodic reports and filings for a comprehensive understanding of these risks.

This announcement is based on a press release statement and aims to provide shareholders and the investment community with factual information regarding Saba Capital Income & Opportunities Fund II's latest strategic decisions.

InvestingPro Insights

The latest strategic decisions by Saba Capital Income & Opportunities Fund II (NYSE: SABA) to buy back shares and execute a reverse stock split are aimed at optimizing shareholder value. In light of these developments, key metrics and insights from InvestingPro provide a deeper understanding of the fund's current financial health and market performance.

InvestingPro data highlights a robust dividend yield of 9.23%, showcasing the fund's commitment to delivering substantial income to its shareholders. The ex-date of the last dividend was on April 8, 2024, reinforcing the fund's consistent approach to shareholder returns. Additionally, SABA's stock exhibits low price volatility, which can be appealing to investors seeking stability in their investment portfolios.

An important InvestingPro Tip to consider is that SABA has maintained dividend payments for 14 consecutive years, which speaks to the reliability and long-term approach of the fund's income-generating strategy. Moreover, analysts expect net income growth for the fund this year, which could be a positive signal for future performance and sustainability of dividend payments.

For investors looking to delve deeper into the fund's prospects and receive more comprehensive guidance, there are additional InvestingPro Tips available. These insights can provide further clarity on the fund's financial position and market outlook. Use the coupon code PRONEWS24 to get an additional 10% off a yearly or biyearly Pro and Pro+ subscription, and unlock the full suite of tips and data on InvestingPro.

To conclude, Saba Capital Income & Opportunities Fund II's recent actions, coupled with a promising dividend yield and anticipated net income growth, present an interesting case for investors. The fund's stability and proven track record of dividend payments, as indicated by the InvestingPro Tips, may offer a level of assurance in a volatile market environment.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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