MASHINIi

The Herzfeld Caribbean Basin Fund, Inc..

CUBA.US | Trusts, funds and similar financial entities

The Herzfeld Caribbean Basin Fund, Inc. is a closed-end investment fund focusing on investments in companies that benefit from economic development in the Caribbean Basin. This includes countries like Cuba, Dominican Republic, Jamaica, and others in the region. The fund's investment strategy involve...Show More

Ethical Profile

Mixed.

Not enough information to create an ethical profile.

Value Scores

Better Health for All0
-100100
Fair Money & Economic Opportunity0
-100100
Fair Pay & Worker Respect0
-100100
Fair Trade & Ethical Sourcing0
-100100
Honest & Fair Business0
-100100
Kind to Animals0
-100100
No War, No Weapons0
-100100
Planet-Friendly Business0
-100100
Respect for Cultures & Communities0
-100100
Safe & Smart Tech0
-100100
Zero Waste & Sustainable Products0
-100100

Better Health for All

0

The Herzfeld Caribbean Basin Fund, Inc. (CUBA.US) is an investment fund that changed its name to Herzfeld Credit Income Fund and its ticker symbol to HERZ, effective July 7, 2025.

1
The fund's investment strategy is converting to a CLO Equity Strategy, focusing on collateralized loan obligations.
2
Its portfolio holdings include financial entities and infrastructure.
3
As an investment fund, its core business activities and investments do not directly involve the development of accessible medical treatments, provision of preventative healthcare solutions, or championing mental and physical wellness programs. Therefore, its products and services have no significant positive or negative health impact, and its operations do not directly relate to any of the specific health-focused KPIs.

Fair Money & Economic Opportunity

0

No relevant data could be extracted from the provided articles to assess CUBA.US against the 'Fair Money & Economic Opportunity' value.

1
All article URLs led to errors or irrelevant pages, preventing the retrieval of specific facts, numbers, or outcomes for any of the KPIs.
2

Fair Pay & Worker Respect

0

No specific, concrete data points were found in the provided articles regarding CUBA.US's performance on any of the Fair Pay & Worker Respect KPIs, including living wage coverage, CEO-to-median-employee pay ratio, collective bargaining, safety incident rates, pay equity, worker engagement, turnover rates, labor violation incidents, insecure contract share, or health insurance coverage.

1
The articles focus on the fund's investment strategy, holdings, and financial performance, rather than its direct labor practices or those of its portfolio companies.
2

Fair Trade & Ethical Sourcing

0

The Herzfeld Caribbean Basin Fund, Inc. is a closed-end investment fund. Its primary business involves investing in other companies, not procuring or trading physical commodities, nor does it have a direct supply chain for goods. Therefore, all KPIs related to fair trade certifications, supplier audits, labor incidents, supply chain traceability, remediation processes, ethical clauses in supplier contracts, high-risk materials, and supplier diversity spend are not applicable to its direct operations.

Honest & Fair Business

0

The provided articles discuss a 2009 insider trading case (SEC v. Cuban) involving Mark Cuban and Mamma.com, focusing on legal theories and court decisions.

1
The court dismissed the SEC's complaint in this case.
2
The articles do not provide any specific, quantitative data or metrics directly related to The Herzfeld Caribbean Basin Fund, Inc. (CUBA.US) for any of the 'Honest & Fair Business' KPIs, such as regulatory fines, transparency index scores, whistle-blower policies, financial restatements, audit coverage, ESG controversy scores, complaint resolution times, board conflict-free percentages, anti-corruption policies, or third-party verification.

Kind to Animals

0

No specific, concrete evidence was found in the provided articles to assess CUBA.US against any of the 'Kind to Animals' KPIs. The company is described as an investment fund, and the articles do not contain information about its direct operations related to animal welfare, product manufacturing, testing, or supply chains. Information about other entities like BioCubaFarma or Cuban Adventures' support for CeDA is not directly attributable to CUBA.US.

No War, No Weapons

0

The Herzfeld Caribbean Basin Fund, Inc. (CUBA.US) is a closed-end investment fund that focuses on investments in companies expected to benefit from economic development in the Caribbean Basin, particularly when the US trade embargo against Cuba is lifted.

1
The provided articles discuss the fund's investment strategy, its historical performance, and general economic conditions in Cuba, including the US trade embargo. However, none of the articles contain specific, factual evidence regarding the fund's direct involvement in arms manufacturing, defense contracts, dual-use technology development, sales to embargoed regimes, peacebuilding initiatives, or any other activities directly related to the 'No War, No Weapons' ethical value. Therefore, no KPIs can be scored based on the available information.

Planet-Friendly Business

0

No specific, quantitative data points were found in the provided articles to assess CUBA.US against any of the Planet-Friendly Business KPIs. The articles either refer to a different entity, state that requested data is unavailable, or provide general investment information for Cuba as a country, without specific environmental metrics for the fund's own operations or its portfolio companies.

Respect for Cultures & Communities

0

The provided article from www.herzfeld.com is about Thomas J. Herzfeld Advisors, Inc., and does not contain any specific data points or information relevant to CUBA.US or the ethical value of Respect for Cultures & Communities.

1
Therefore, no KPIs can be scored based on the evidence provided.

Safe & Smart Tech

0

No specific, concrete evidence was found in the provided articles regarding CUBA.US's performance across any of the 'Safe & Smart Tech' KPIs. The articles discuss regional cybersecurity trends, general ransomware threats (named 'Cuba'), or the fund's corporate restructuring and investment strategy, none of which provide direct data points for the company's internal data protection, cybersecurity, or AI ethics practices.

1

Zero Waste & Sustainable Products

0

No evidence available to assess The Herzfeld Caribbean Basin Fund, Inc. on Zero Waste & Sustainable Products.

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AI-generated analysis based on publicly available data. Not financial advice. Ratings are expressions of opinion derived from automated models and may contain inaccuracies. See our Risk Disclosure for full details.