While I find the CLO market interesting, when it comes to CLO equity vehicles, I prefer to stick with securities that are somewhat higher up in the capital stack. Pearl Diver Credit Company ( PDCC ) focuses on CLO equity investmentsThe Investment Doctor is a financial writer, highlighting European small-caps with a 5-7 year investment horizon. He strongly believes a portfolio should consist of a mixture of dividend and growth stocks. He is the leader of the investment group European Small Cap Ideas which of ...

Core Insights - First Merchants Corporation (FRME) is a regional bank based in Indiana that has successfully expanded its presence through strategic acquisitions [1] Group 1: Company Overview - FRME has been able to grow its footprint effectively over the years, indicating a strong acquisition strategy [1] Group 2: Investment Focus - The Investment Doctor emphasizes a balanced portfolio consisting of both dividend and growth stocks, which aligns with the investment philosophy of focusing on high-quality small-cap ideas [1] - The investment group European Small Cap Ideas provides exclusive access to actionable research on European investment opportunities, highlighting the importance of capital gains and dividend income for continuous cash flow [1]