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2 BDCs With 20%+ Discounts, 1 To Buy And 1 To Avoid
Seeking Alpha· 2025-06-05 13:15
Group 1 - Roberts Berzins has over a decade of experience in financial management, assisting top-tier corporates in shaping financial strategies and executing large-scale financings [1] - Significant efforts have been made to institutionalize the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [1] - Development of national SOE financing guidelines and frameworks for channeling private capital into affordable housing stock has been a focus area [1] Group 2 - Roberts Berzins is a CFA Charterholder and holds an ESG investing certificate, indicating a strong background in investment analysis and sustainable finance [1] - Active involvement in "thought-leadership" activities supports the development of pan-Baltic capital markets, showcasing a commitment to industry advancement [1]
Minimum income (minimumsudlodning) 2025
Globenewswire· 2025-06-03 08:47
Group 1 - Storebrand Asset Management AS will implement minimum income tax for privately taxed investors in its funds for the year 2025 [1] - Investors holding units in specific equity funds as of April 30, 2025, will be subject to a technical distribution per unit, which varies by fund [1] - The technical distribution amounts for selected funds include SKAGEN Focus A at DKK 26.69, SKAGEN Kon-Tiki A at DKK 128.12, and Storebrand Global Vekst A at DKK 240.19 [1] Group 2 - The technical distribution is considered a non-effective payment and should be added to the purchase price of the original units for tax purposes [2] - Storebrand Asset Management AS is Norway's largest private asset manager with approximately DKK 900 billion in assets under management [2] - The company has over 30 years of experience in ESG investing and offers a range of sustainable investment solutions across the Nordic region and Europe [2]
Why BDC Bulls Should Stay Away From BIZD
Seeking Alpha· 2025-05-29 13:15
Group 1 - Roberts Berzins has over a decade of experience in financial management, assisting top-tier corporates in shaping financial strategies and executing large-scale financings [1] - Significant efforts have been made to institutionalize the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [1] - Development of national SOE financing guidelines and frameworks for channeling private capital into affordable housing stock has been a focus [1] Group 2 - Roberts Berzins is a CFA Charterholder and holds an ESG investing certificate, indicating a strong background in finance and sustainable investing [1] - Active involvement in "thought-leadership" activities supports the development of pan-Baltic capital markets [1]
Plains All American: The Market Is Offering A 9% Yielding Gift Here
Seeking Alpha· 2025-05-26 13:15
Group 1 - Roberts Berzins has over a decade of experience in financial management, assisting top-tier corporates in shaping financial strategies and executing large-scale financings [1] - Significant efforts have been made to institutionalize the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [1] - Development of national SOE financing guidelines and frameworks for channeling private capital into affordable housing stock has been a focus [1] Group 2 - Roberts Berzins is a CFA Charterholder and holds an ESG investing certificate, indicating a strong background in investment analysis and sustainable finance [1] - Active involvement in "thought-leadership" activities supports the development of pan-Baltic capital markets, showcasing a commitment to industry advancement [1]
Bad News For The Market, Good News For Income Investors
Seeking Alpha· 2025-05-25 13:15
Group 1 - Roberts Berzins has over a decade of experience in financial management, assisting top-tier corporates in shaping financial strategies and executing large-scale financings [1] - Significant efforts have been made to institutionalize the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [1] - Development of national SOE financing guidelines and frameworks for channeling private capital into affordable housing stock has been a focus area [1] - Roberts is a CFA Charterholder and holds an ESG investing certificate, with experience from an internship at the Chicago Board of Trade [1] - Active involvement in "thought-leadership" activities supports the development of pan-Baltic capital markets [1]
8-12% Yielding REITs: One To Buy, One To Avoid (It May Cut)
Seeking Alpha· 2025-05-20 13:15
Group 1 - Real estate investment trusts (REITs) have shown increased volatility since the onset of COVID-19, initially experiencing a significant decline alongside other asset classes [1] - Following the initial downturn, the REIT sector has seen a notable recovery [1] Group 2 - Roberts Berzins has over ten years of experience in financial management, focusing on helping top-tier corporates with financial strategies and large-scale financings [1] - Berzins 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 state-owned enterprise (SOE) financing guidelines and frameworks for channeling private capital into affordable housing [1]
From Overlooked To Outperforming: The Rise Of Two 9% Dividend Titans
Seeking Alpha· 2025-05-12 13:15
Analyst's Disclosure: I/we have a beneficial long position in the shares of ARCC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any i ...
High Yield And Stress-Free Investing, 2 Picks To Get Both
Seeking Alpha· 2025-05-08 13:15
The only exception to this is diversification, which is commonly referred to as the only true freeOne of the core principles in investing is that in order to achieve greater returns, the risk level has to be increased.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 ca ...
Suspension is lifted
Globenewswire· 2025-05-02 07:25
Core Viewpoint - The suspension of live trading for certain funds on Nasdaq Copenhagen has been lifted, allowing trading to resume on May 2 [1] Group 1: Fund Information - The following funds and their respective share classes will resume trading: SKAGEN Focus A, SKAGEN Global A, SKAGEN Kon-Tiki A, SKAGEN m2 A, SKAGEN Vekst A, Storebrand Indeks – Alle Markeder A5, Storebrand Indeks – Nye Markeder A5, Storebrand Global Plus A5, Storebrand Global Solutions A5, Storebrand Global Multifactor A5 [1] - Each fund is identified by its symbol and ISIN, ensuring clarity for investors [1] Group 2: Company Overview - Storebrand is Norway's largest private asset manager with assets under management (AuM) of approximately DKK 900 billion [1] - The company is a leading Nordic provider of sustainable pensions and savings, with over 30 years of experience in ESG investing [1] - Storebrand offers a multi-boutique platform in Denmark, delivering sustainable investment solutions through various brands including Storebrand Funds and SKAGEN Funds [1]
Suspended trading due to national holiday
Globenewswire· 2025-05-01 07:01
Group 1 - The funds listed are suspended from live trading on Nasdaq Copenhagen on May 1 due to a national holiday in Norway [2] - Trading for the affected share classes will resume on May 2 [2] - Storebrand Asset Management AS is Norway's largest private asset manager with approximately DKK 900 billion in assets under management (AuM) [2] Group 2 - Storebrand has been a global pioneer in ESG investing for over 30 years, providing sustainable investment solutions [2] - The company offers a multi-boutique platform in Denmark, featuring brands such as Storebrand Funds, SKAGEN Funds, and Cubera Private Equity [2] - Storebrand is recognized as a leading Nordic provider of sustainable pensions and savings [2]