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Special Opportunities Fund, Inc

by Snowball Research Team

I. Basics

Special Opportunities Fund, Inc. (formerly, Insured Municipal Income Fund Inc.) was incorporated in Maryland on Feb. 19, 1993, and is registered with the Securities and Exchange Commission under the Investment Company Act of 1940, as amended, as a closed-end diversified management investment company. Effective Dec. 21, 2009, the Fund changed its name to Special Opportunities Fund, Inc. and effective Jan. 25, 2010 changed its investment objective to total return.

The Fund’s investment advisor, Bulldog Investors, LLP, employs an opportunistic investment philosophy with a particular emphasis on investing in discounted closed-end funds, undervalued operating companies, and other attractive special situations including risk arbitrage and distressed securities.

Phillip Goldstein

Mr. Goldstein, who co-founded Bulldog Investors in 1993, is a Principal of the firm and its lead investment strategist. Widely acclaimed as one of the foremost experts in closed-end fund investing and in using activist techniques to enhance investment returns, he has appeared on and been interviewed by numerous business shows and publications, including CNBC, Forbes and Fortune Magazine. Mr. Goldstein plays a key role in implementing the firm’s activist strategies and, in this capacity, has served as a director of a number of closed-end funds in which a Bulldog-managed fund maintains a strategic position.  He is currently a director/trustee of the Mexico Equity and Income Fund Inc., Special Opportunities Fund, Inc., Total Return Securities Fund, High Income Securities Fund, and Brookfield DTLA Fund Office Trust Investor Inc.  Mr. Goldstein graduated from the University of Southern California in 1966 with a Bachelor of Engineering degree and from City College, New York in 1968 with a Master of Engineering degree.

II. Letters & Presentations

Letters

Tejon Ranch Co - 8-Apr-2025

III. Significant companies
Below is a list of company engagements where the filer has filed a Schedule 13D and/or engaged in a proxy campaign. As the filer does not file a Form 13F, current ownership information is not available.
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