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Special Opportunities Fund, Inc. (SPE) Financial History

4 years of revenue, earnings, cash-flow and balance-sheet history from public filings.

Financial Services · Asset Management · DATA UPDATED 2026-07-09

Special Opportunities Fund, Inc. (SPE) operates in the Asset Management industry and is headquartered in Saddle Brook, United States. Its market capitalization is roughly $142 million. In the fiscal year ended 2025-12-31, SPE reported $22M in revenue and $21M in net income.

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. The fund employs a combination of value, opportunistic and special situations strategies to make its investments.

Interactive charts & full statements → Open the SPE valuation workbench →

SPE Revenue & Earnings History — Annual Income Statement

Income statement2025-12-312024-12-312023-12-312022-12-312021-12-31
Total Revenue$22M$37M$28M($24M)
Net Income$21M$36M$27M($25M)

USD; $M / $B as marked. Newest period first. Source: public company filings (via Yahoo Finance aggregation).

SPE Free Cash Flow History

Cash flow2025-12-312024-12-312023-12-312022-12-312021-12-31
Dividends Paid($16M)($14M)($13M)($17M)

USD; $M / $B as marked. Newest period first. Source: public company filings (via Yahoo Finance aggregation).

SPE Balance Sheet History

Balance sheet2025-12-312024-12-312023-12-312022-12-312021-12-31
Total Assets$237M$233M$216M$210M
Total Liabilities$8M$2M$2M$3M

USD; $M / $B as marked. Newest period first. Source: public company filings (via Yahoo Finance aggregation).

Quarterly statements, profitability ratios, price history, insider activity and institutional holders are in the interactive SPE viewer.

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