SPE
SellFallen FavouriteSpecial Opportunities Fund, Inc. · Financial Services · United States · $143M · Avg Vol: $441K/d
Fallen Favourite: A good business that is expensive and falling. Wait for the price to catch up.
ABOUT SPECIAL OPPORTUNITIES FUND, INC.
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Special Opportunities Fund, Inc. is a close-ended balanced fund of funds launched and managed by Bulldog Investors, LLC. It invests in close-ended funds investing in public equity and fixed income markets.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM |
|---|---|---|---|---|---|---|---|
| Revenue | — | -23.7M | 27.5M | 37.1M | 22.1M | -10.5% | 8.5M |
| EPS | 4.24 | -2.15 | 2.38 | 3.41 | 1.84 | -18.8% | 0.96 |
| Shares | — | 11.5M | 11.0M | 10.6M | 10.6M | -7.3% | 11.0M |
| Debt | — | — | — | — | — | — | — |
| Equity | — | 207.5M | 213.9M | 230.9M | 229.1M | 3.4% | — |
| Op CF | — | -20.1M | 18.7M | 19.2M | 15.6M | -8.6% | 17.2M |
| Inv CF | — | — | — | — | — | — | — |
| Fin CF | — | 21.8M | -20.3M | -19.2M | -15.6M | — | — |
Calmer than 98% of stocks we rank over the past year (11% a year).
How this is worked out
What it measures: day-to-day price moves over the past year, as a yearly figure, ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.
What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.
Calm is not safe: a calm stock can still slide steadily.
Rules fixed before any data was fetched. Describes the chart, not a recommendation.
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of SPE are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| SPE | Special Opportunities Fund, Inc.(you) | $143M | 35 | Sell |
| JZCP.L | JZ Capital Partners Limited | $141M | 32 | Sell |
| OXSQ | Oxford Square Capital Corp. | $137M | 37 | Hold |
| VTN | Invesco Trust for Investment Grade New York Municipals | $139M | 32 | Sell |
| PIM | Franklin Master Intermediate Income Trust | $145M | 38 | Hold |
| NRO | Neuberger Berman Income Funds - Neuberger Real Estate Securities Income Fund Inc. | $171M | 35 | Hold |
| NMT | Nuveen Massachusetts Quality Municipal Income Fund | $131M | 33 | Sell |
| JHS | John Hancock Income Securities Trust | $121M | 34 | Sell |
| EARN | Ellington Credit Company | $158M | 32 | Sell |
| MPA | BlackRock MuniYield Pennsylvania Quality Fund | $129M | 32 | Sell |
Peer medians: ROE 9.6% · P/E 12.6x · Gross margin 100.0%
Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.