CION Investment: A Dividend Cut Is Likely, But I Remain Long

Core Insights - The article discusses CION Investment Corporation (NYSE: CION) and highlights its significant discount to NAV and a high-quality portfolio [1] Group 1: Company Overview - CION Investment Corporation is noted for its deep discount to NAV, indicating potential undervaluation in the market [1] - The company possesses a fairly high-quality portfolio, which may provide stability and growth potential [1] Group 2: Key Personnel - Roberts Berzins has over a decade of experience in financial management, aiding top-tier corporates in shaping financial strategies and executing large-scale financings [1] - Berzins has contributed to institutionalizing the REIT framework in Latvia, enhancing 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]