Investment Strategy - The analyst is reassessing Business Development Companies (BDCs) to evaluate their performance potential for 2025 [1] - BDCs are highlighted as a key investment vehicle for boosting investment income while maintaining a total return comparable to the S&P 500 [1] - The analyst advocates for a hybrid investment system combining growth and income, utilizing dividend growth stocks, BDCs, REITs, and Closed End Funds [1] Personal Investment Philosophy - The analyst emphasizes the importance of a diversified portfolio that includes high-quality dividend stocks and other assets with long-term growth potential [1] - The analyst is a proponent of the FIRE (Financial Independence, Retire Early) movement, aiming to inspire average individuals to achieve early retirement without compromising portfolio safety [1] Disclosure - The analyst has no stock, option, or derivative positions in any mentioned companies and no plans to initiate such positions within the next 72 hours [2] - The article reflects the analyst's personal opinions and is not influenced by any business relationships with mentioned companies [2]

Market Overview - The article provides a weekly review of the Business Development Company (BDC) sector, covering both individual news and broader market trends [1] - The BDC sector is analyzed from both a bottom-up and top-down perspective, highlighting key events and market activity [1] Tools and Resources - The company offers Interactive Investor Tools to navigate various markets including BDC, CEF, OEF, preferreds, and baby bonds [2] - Investor Guides are available for CEFs, Preferreds, and PIMCO CEFs, providing valuable insights for investors [2] Performance Data - The article includes a range of percentage data points, such as 1212%, 1200%, 1000%, 800%, 600%, 400%, 215%, 200%, 87%, 66%, 51%, 47%, 13%, 27%, 17%, 33%, 20%, 29%, 16%, 24%, and 0% [3] - Specific year-over-year changes are noted, including a -6% change in 2018 and a -19% change in 2022 [3]

Group 1 - The article highlights the recent quarterly results from Barings BDC (NYSE: BBDC), which is currently overweight in the Technology, Healthcare, and Finance sectors, aligning with the average BDC profile [5] - BBDC is trading at a 14% discount to its book value and offers a dividend yield of 10.6% [5] Group 2 - The article provides insights into various investment tools and resources available for navigating the BDC, CEF, OEF, preferred, and baby bond markets [4]

Hercules Capital Inc. (NYSE: HTGC ) is one of the highest-valued business development companies that passive income investors can buy in the BDC industry. Yet, though the premium to net asset value might seem excessive to some investors, I think that itA financial researcher and avid investor with a keen eye for innovation and disruption, as well as growth buy-outs and value stocks. Keeping an eye on the pace of high tech and early growth companies, I write about current events and the biggest news surround ...

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 the broader market.Check 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 ...

In December 2023, I issued my first article Goldman Sachs BDC (NYSE: GSBD ), plotting a rather bearish thesis. The title of the article captured the essence nicely: Goldman Sachs BDC: Signs Of Structural Underperformance Going Forward. The key messageRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boo ...

Here are more of the features available to you. And there's nothing to lose with our FREE 2-week trial. Just click this link .Join iREIT® on Alpha today... for more in-depth research on REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, Builders, and Asset Managers. You'll get more articles throughout the week, and access to our Ratings Tracker with buy/sell recommendations on all the stocks we cover. Plus unlimited access to our multi-year Archive of articles.Brad, along with HOYA Capital, lead the investing gro ...

Market Overview - The BDC Market Weekly Review provides insights into the Business Development Company (BDC) sector, covering both individual news and events as well as a broader market overview [1] - The review highlights the use of Interactive Investor Tools to navigate various markets including BDC, CEF, OEF, preferred, and baby bond markets [1] Investor Resources - The company offers Investor Guides focused on CEFs, Preferreds, and PIMCO CEFs [2] - A no-risk 2-week free trial is available for potential investors to explore the services [2] Performance Data - The document includes a series of percentage changes, with notable figures such as 1212%, 1200%, and 1000% [3] - Cumulative performance data spans from 2017 to 2023, with specific yearly changes like -6% in 2018 and -19% in 2022 [3]

Oaktree Specialty Lending (NASDAQ: OCSL ) missed expected earnings for the fourth fiscal quarter, but nonetheless supported its dividend with NII. The BDC suffered credit problems in the last several quarters which led to an increase in the company's non-accrual percentage, including inI look for high-risk, high-reward situations, mainly in the technology markets. I am an early buyer of Bitcoin and my portfolio mainly focused on companies with asymmetric long-term upside. My top holdings include: Bitcoin, T ...

Private credit and BDCs have been increasingly strengthening their roles into the overall investment game, allowing investors to calibrate the portfolio strategies with a quite unique set of risk and return factors.Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capit ...