Group 1 - The CLO market is considered interesting, but there is a preference for securities higher up in the capital stack over CLO equity investments [1] - Pearl Diver Credit Company (PDCC) specializes in CLO equity investments [1] - The Investment Doctor emphasizes a mixed portfolio of dividend and growth stocks, focusing on European small-caps with a 5-7 year investment horizon [1] Group 2 - The investment group European Small Cap Ideas provides exclusive access to actionable research on European investment opportunities [1] - The focus is on high-quality small-cap ideas, emphasizing capital gains and dividend income for continuous cash flow [1] - Features of the investment group include two model portfolios, weekly updates, educational content, and an active chat room for discussions [1]
Pearl Diver Credit Company: Shares Are A 'Maybe,' Preferreds Are A 'Yes'