First Opportunity Fund™

 

First Opportunity Fund, Inc.™ (the “Fund”) was incorporated in Maryland on March 3, 1986, as a closed-end management investment company. The Fund is non-diversified and its primary investment objective is total return.

In addition, pursuant to a fundamental concentration policy adopted by the Fund, under normal conditions it invests at least 65% of its assets in securities issued by "financial service companies".

“Financial service companies” include savings and banking institutions, mortgage banking institutions, real estate investment trusts, consumer finance companies, credit collection and related service companies, insurance companies, security and commodity brokerage companies, security exchange companies, financial-related technology companies, investment advisory and asset management firms, and financial conglomerates, and holding companies of any of these companies.