Economic Indicators - Current economic data suggests serious underlying problems, driven by a combination of nuanced economic signals rather than a single variable [1] Analyst Background - Roberts Berzins has over a decade of experience in financial management, assisting top-tier corporates in shaping financial strategies and executing large-scale financings [1] - He has contributed to institutionalizing the REIT framework in Latvia to enhance liquidity in pan-Baltic capital markets [1] - His policy-level work includes developing national SOE financing guidelines and frameworks for channeling private capital into affordable housing [1] - Berzins is a CFA Charterholder and holds an ESG investing certificate, with experience from an internship at the Chicago Board of Trade [1]

Group 1 - The article discusses market activity in the Business Development Company (BDC) sector, providing both bottom-up insights on individual news and events as well as a top-down overview of the market [1] - It highlights the importance of yield and risk management considerations in the investment strategies for BDCs [1] - The article promotes the use of Interactive Investor Tools to navigate various investment markets including BDCs, Closed-End Funds (CEFs), Open-End Funds (OEFs), preferred stocks, and baby bonds [1] Group 2 - The article encourages readers to explore Investor Guides related to CEFs, preferred stocks, and PIMCO CEFs [2] - It offers a no-risk opportunity for potential investors to sign up for a 2-week free trial [2]

Welcome to another installment of our BDC Market Weekly Review, where we discuss market activity in the Business Development Company [BDC] sector from both the bottom-up—highlighting individual news and events—as well as the top-down—providing an overview of theCheck out Systematic Income and explore our Income Portfolios, engineered with both yield and risk management considerations. Use our powerful Interactive Investor Tools to navigate the BDC, CEF, OEF, preferred and baby bond markets.Read our Investo ...

New Mountain Finance (NASDAQ: NMFC ) operates as a business development company that aims to provide attractive total returns through its portfolio of debt investments. As the name implies, NMFC generates its earnings by lending capital toFinancial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets t ...

Group 1 - The article discusses market activity in the Business Development Company (BDC) sector, providing both bottom-up insights on individual news and events as well as top-down market overviews [1] - It highlights the importance of yield and risk management considerations in the context of income portfolios [1] - The article promotes the use of Interactive Investor Tools for navigating various financial markets, including BDCs, Closed-End Funds (CEFs), Open-End Funds (OEFs), preferred stocks, and baby bonds [1] Group 2 - The article encourages readers to explore investor guides related to CEFs, preferred stocks, and PIMCO CEFs [2] - It offers a no-risk opportunity for potential investors to sign up for a 2-week free trial [2]

Core Insights - The article emphasizes the importance of dividend investing as a pathway to financial freedom, highlighting its accessibility and potential for steady income [1] Group 1: Investment Philosophy - The company combines financial expertise with value investing principles to create a strong financial foundation through dividend investing [1] - Dividend investing is presented as a straightforward method for individuals to work towards achieving financial independence [1] Group 2: Professional Background - The company has extensive experience in mergers and acquisitions (M&A) and business valuation, having evaluated numerous businesses and participated in both sell-side and buy-side transactions [1] - Daily activities include financial modeling, conducting commercial and financial due diligence, negotiating deal terms, and engaging in numerous meetings [1] Group 3: Sector Focus - The company focuses on various sectors including technology, real estate, software, finance, and consumer staples, which are also the core of its investment portfolio [1] - Years of advisory experience in these industries contribute to the company's investment strategy and insights shared on the platform [1] Group 4: Community Engagement - The motivation for sharing insights on Seeking Alpha stems from a desire to enhance personal knowledge and provide value to others pursuing similar financial goals [1] - The company aims to demystify the dividend investing process, making it more approachable for individuals looking to build long-term wealth [1]

Group 1 - The article provides a weekly review of market activity in the Business Development Company (BDC) sector, focusing on both individual news and broader market trends [1] - It highlights the importance of yield and risk management in investment strategies, particularly in the context of BDCs [1] - The article encourages the use of Interactive Investor Tools for navigating various investment markets, including BDCs, Closed-End Funds (CEFs), and preferred stocks [1] Group 2 - The article promotes investor guides related to CEFs and preferred stocks, indicating a resource for potential investors [2] - It offers a no-risk trial for new users, suggesting an accessible entry point for investors interested in exploring these financial products [2]

Group 1 - The article discusses two Business Development Companies (BDCs) and their deviation from prudent investment strategies prior to the Q2 2025 earnings season [1] - Roberts Berzins has over a decade of experience in financial management, focusing on corporate financial strategies and large-scale financings [1] - Berzins has contributed to institutionalizing the REIT framework in Latvia to enhance liquidity in pan-Baltic capital markets [1] Group 2 - The article highlights Berzins' involvement in developing national SOE financing guidelines and frameworks for private capital in affordable housing [1] - Berzins holds a CFA Charter and an ESG investing certificate, and has experience with the Chicago Board of Trade [1] - The article emphasizes Berzins' active participation in thought-leadership activities to support the development of capital markets in the Baltic region [1]

Market Overview - The current market is characterized as a "hated bull market" with stock prices at all-time highs and tight fixed income spreads [1] - Despite the strong market performance, there are concerns regarding the underlying economy and its future prospects [1] Analyst Background - Roberts Berzins has over a decade of experience in financial management, focusing on helping top-tier corporates with financial strategies and large-scale financings [1] - He has contributed to institutionalizing the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [1] - His policy-level work includes developing national SOE financing guidelines and frameworks for channeling private capital into affordable housing [1] - Berzins holds a CFA Charter and an ESG investing certificate, and has experience with the Chicago Board of Trade [1]

Financial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offer potential for long term-growth that pack a serious punch for bill-paying potential. I use myself as an example that with a solid base of classic dividend growth stocks, sprinkling in some Business Development Companies, REITs, an ...