The manic market has been dumping business development companies (BDCs) left and right. Let’s talk about a seven-stock BDC portfolio (yielding 13.5%!) that is poised to bounce back when sanity returns.BDCs, which lend money to small businesses, are on the “outs” with the Wall Street suits after countless soft jobs reports. The spreadsheet jockeys fret about an unemployment-induced economic slowdown and miss the real story: small businesses are making more money than ever thanks to AI.Here is what’s actually ...

thMonthly Dividends Begin in January; Q4 Marks the 24 Consecutive Quarter of a Consistent Dividend PHOENIX, Dec. 17, 2025 /PRNewswire/ -- Trinity Capital Inc. (Nasdaq: TRIN) (the "Company"), a leading international alternative asset manager, today announced that it will transition from quarterly to monthly dividends, beginning in January 2026, and the Board of Directors approved monthly regular dividends of $0.17 per share for each of January, February, and March 2026. Additionally, the Company declared a ...

Trinity currently has $2.6 billion in assets under management, and boasts a market cap of $1.15 billion. The company makes careful vetting of its investment targets, keeping in mind its constant goal of maintaining a sound return for investors. This is usually returned via dividend distributions, and as of September this year Trinity has returned a cumulative $411 million through those payments.The first company on our list, Trinity Capital, is an alternative asset manager that is structured for business pu ...

I’m a retail investor based in Sydney with three years of experience focusing on achieving financial independence through strategic investments in AI-driven companies. Although I don’t come from a traditional finance background, I’ve developed a strong passion for understanding how artificial intelligence is transforming the global economy. Over the past few years, I’ve become increasingly fascinated by the possibilities of AI—how it’s reshaping industries, driving innovation, and creating new investment fr ...

Group 1 - The article highlights the growing interest in AI-driven companies and their potential to reshape industries and drive innovation, indicating a significant investment opportunity for both retail and institutional investors [1] - The focus is on leading AI-related companies, particularly NVIDIA, which are at the forefront of the technological revolution, suggesting a strong belief in the long-term growth of this sector [1] - The author emphasizes that the current phase represents only the early stages of AI's impact, with the next decade expected to present remarkable investment opportunities [1]

Core Insights - Trinity Capital is highlighted as a significant investment opportunity within the Blue Harbinger High Income NOW portfolio, which boasts an aggregate yield of 9.6% [1] - The business development company (BDC) sector is identified as having numerous high-yield investment opportunities, indicating a favorable market environment for such investments [1] Company Overview - Trinity Capital is one of 25 positions in the Blue Harbinger High Income NOW portfolio, emphasizing its potential for high returns [1] - The article does not provide specific financial metrics or performance data for Trinity Capital but suggests a strong position within the BDC space [1] Industry Analysis - The BDC sector is described as "ripe with opportunities," suggesting a robust landscape for investors seeking high yields [1] - The article implies that various forms of BDCs exist, indicating diversity within the sector that may cater to different investment strategies [1]

Core Insights - Trinity Capital Inc. has committed growth capital to Kinetic, a leading workers' compensation Managing General Underwriter (MGU) [1][4] - Kinetic focuses on equipping workers' compensation policyholders with technology to enhance safety and provide actionable insights [2][6] Company Overview - Trinity Capital Inc. is an international alternative asset manager that aims to deliver consistent returns through private credit markets, having deployed over $5.1 billion across more than 445 investments since its inception in 2008 [5] - Kinetic is redefining the workers' compensation experience by utilizing technology, data, and innovation to help employers manage workplace injuries [6][7] Product and Innovation - Kinetic has developed an AI-driven claims intelligence system called Claims Navigator, which automates claims management and helps close claims faster while reducing costs [3][4] - The partnership with Trinity Capital will accelerate Kinetic's development of a best-in-class claims management software layer [4][5] Market Focus - Kinetic's platform is designed for safety-critical industries such as parcel delivery, manufacturing, and transportation, combining safety wearables with AI-enabled claims management [7]

Core Insights - This year, two fundamental aspects have negatively impacted Business Development Companies (BDCs), causing investor anxiety particularly regarding yield perspectives [1] Group 1 - The performance of BDCs has been depressed due to specific market conditions [1]

Core Viewpoint - There is a 40% chance that interest rates will decrease by another 25 basis points next month, which could impact investment strategies in the market [1]. Group 1: Investment Strategy - Some Business Development Companies (BDCs) are better positioned than others to navigate the current market conditions, suggesting a selective approach to investment in this sector [1]. - The focus is on quality over quantity in investment choices, particularly in dividend-paying companies, which may appeal to lower and middle-class workers looking to build investment portfolios [1]. Group 2: Analyst Background - The analyst has a background in dividend investing, particularly in blue-chip stocks, BDCs, and Real Estate Investment Trusts (REITs), indicating a preference for stable, income-generating investments [1]. - The analyst aims to assist hardworking individuals in achieving financial independence through strategic investment advice [1].

Core Insights - Thrivory has raised $3.5 million in equity and up to $25 million in credit funding to enhance its healthcare AI platform, which facilitates instant, non-recourse claims settlement for providers [1][6] - The company introduced the ThriveNow API, allowing same-day claim payments integrated into electronic health record (EHR) and practice management systems (PMS), enabling providers to receive payments without debt or workflow disruption [1][4] Company Overview - Founded in 2023, Thrivory aims to address the significant issue of slow and unpredictable reimbursement in healthcare, which often leads to cash-flow bottlenecks for providers [2][3] - The platform utilizes healthcare-specific AI underwriting to predict claim outcomes with 96% accuracy and advance up to 80% of expected value within hours, absorbing losses from denied claims [3][5] Product Features - The ThriveNow API integrates a claims-native financial layer into EHRs and revenue cycle workflows, allowing for automated reconciliation and instant liquidity for providers [4][8] - Providers using Thrivory's platform have reported growth acceleration of up to 200% after implementing instant payments into their revenue cycle workflows, with a net promoter score of 100 [5][6] Market Context - The U.S. healthcare system processes billions of claims annually, with significant amounts tied up in accounts receivable, particularly affecting high-cost specialties [6] - Rising denial rates, currently around 20%, have increased administrative burdens and unpredictability in cash flows for providers, highlighting the need for solutions like Thrivory's [6] Future Plans - With the new funding, Thrivory plans to scale the ThriveNow API, enhance risk models and analytics, and expand underwriting and treasury operations to increase non-recourse capacity [7]