Group 1 - Mr. Mavroudis is a professional portfolio manager with expertise in institutional and private portfolios, focusing on risk management and financial market analysis [1] - He has successfully navigated major crises, including the COVID-19 pandemic and the PSI, demonstrating resilience in portfolio management [1] - Mr. Mavroudis is the CEO of FAST FINANCE Investment Services, a registered Greek company, and holds multiple advanced degrees and certifications in finance and law [1] Group 2 - He engages with the investment community through writing on Seeking Alpha, aiming to share meaningful perspectives and foster mutual growth [1]

Samuel Smith has a diverse background that includes being lead analyst and Vice President at several highly regarded dividend stock research firms and running his own dividend investing YouTube channel. He is a Professional Engineer and Project Management Professional and holds a B.S. in Civil Engineering & Mathematics from the United States Military Academy at West Point and has a Masters in Engineering from Texas A&M with a focus on applied mathematics and machine learning.Samuel leads the High Yield Inve ...

Group 1 - The article discusses the concept of SWAN (sleep at night investing), emphasizing its importance in investment strategies [1] - The discussion is part of a YouTube show featuring insights from Nick Ward and the author, highlighting the frequent use of the term SWAN in investment contexts [1] Group 2 - iREIT® is introduced as a platform providing in-depth research on various investment vehicles including REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, Builders, and Asset Managers [2] - The iREIT® Tracker offers data on over 250 tickers, including quality scores, buy targets, and trim targets, enhancing investment decision-making [2] - A new Ratings Tracker called iREIT Buy Zone has been added to assist members in screening for value, with a promotional offer of a 2-week free trial available [2][4]

Group 1 - The article emphasizes the importance of income-focused investing, particularly in the current volatile market environment influenced by high exposure to 'Magnificent 7' stocks [2] - iREIT+HOYA Capital is highlighted as a premier service for income-producing asset classes, offering sustainable portfolio income, diversification, and inflation hedging opportunities [1] - The article suggests that investors should consider more defensive stocks with a medium- to long-term horizon to mitigate risks associated with market volatility [2] Group 2 - The article does not provide specific financial data or performance metrics related to the companies or sectors discussed [5] - There is no detailed analysis of individual companies or sectors within the income-focused investment landscape [4]

Group 1 - The article discusses market activity in the Business Development Company (BDC) sector, providing insights from both bottom-up and top-down perspectives [1] - It highlights individual news and events within the BDC sector while also offering an overview of the market [1] Group 2 - The article promotes the use of Systematic Income's Interactive Investor Tools for navigating various financial markets, including BDCs, CEFs, OEFs, preferreds, and baby bonds [1] - It encourages readers to explore Income Portfolios that are designed with yield and risk management considerations [1]

If you have followed me and read some articles that I have published over the past couple of weeks, then you have most probably noticed that I am rather skeptical about the near to medium-term performance of BDCs (even though I amRoberts 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 p ...

The events of the past week surrounding Trump's tariff announcements have been very negative for business development companies, or BDCs ( BIZD ). In this article, I will detail why and share how I am playing the spaceJoin Now to Access Our Top Picks for April 2025!Your timing is perfect! We’ve just released our latest top investment picks, and by joining today, you’ll gain immediate access to these exciting opportunities.We invest thousands of hours and over $100,000 annually into researching the most prof ...

Core Viewpoint - The article emphasizes the importance of dividend investing in quality blue-chip stocks, BDCs, and REITs for building a sustainable retirement income strategy [1]. Group 1: Investment Strategy - The company focuses on a buy-and-hold investment strategy, prioritizing quality over quantity in its portfolio [1]. - The goal is to help lower and middle-class workers build investment portfolios that consist of high-quality, dividend-paying companies [1]. Group 2: Personal Investment Philosophy - The company aims to achieve financial independence through dividend income within the next 5-7 years [1]. - There is a strong emphasis on conducting due diligence and providing a new perspective for investors [1].

Market Performance - The private credit and BDC sectors have experienced significant losses, comparable to those of the S&P 500, with the BDC index (BIZD) showing a notable decline [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 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 holds a CFA Charter and an ESG investing certificate, and has interned at the Chicago Board of Trade [1]

Chicago Atlantic BDC (NASDAQ: LIEN ) is a business development company that generates its earnings from a portfolio of debt investments. What differentiates LIEN from peer BDCs is that a significant portion of its portfolio is concentrated onFinancial 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 asset ...