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Capital Southwest: An All-Weather BDC For Retirees, Yielding 10%
Seeking Alpha· 2026-01-10 14:15
Market Overview - The BDC (Business Development Company) sector has experienced significant volatility recently, with notable ups and downs, yet it has advanced on a year-to-date basis, generally aligning with the overall stock market performance [1] Key Personnel - Roberts Berzins has over a decade of experience in financial management, assisting top-tier corporates in shaping financial strategies and executing large-scale financings. He has contributed to institutionalizing the REIT framework in Latvia to enhance liquidity in pan-Baltic capital markets. His policy-level work includes developing national SOE financing guidelines and frameworks for channeling private capital into affordable housing [2] Analyst Background - The analyst has no stock, option, or similar derivative positions in any of the companies mentioned and has no plans to initiate any such positions within the next 72 hours. The article reflects the analyst's own opinions and is not compensated beyond Seeking Alpha [3] Disclosure Information - Seeking Alpha emphasizes that past performance does not guarantee future results and does not provide recommendations or advice regarding investment suitability for particular investors. The views expressed may not reflect those of Seeking Alpha as a whole [4]
The Other Side Of Ares Capital's Strong Quarter
Seeking Alpha· 2025-10-30 13:15
Core Insights - The article highlights the extensive experience of Roberts Berzins in financial management, particularly in shaping financial strategies for top-tier corporates and executing large-scale financings [1] - It emphasizes Berzins' contributions to institutionalizing the REIT framework in Latvia, aimed at enhancing the liquidity of pan-Baltic capital markets [1] - The article also notes Berzins' involvement in developing national SOE financing guidelines and frameworks to channel private capital into affordable housing [1] Group 1 - Roberts Berzins has over a decade of experience in financial management, assisting corporates with financial strategies and large-scale financings [1] - Significant efforts have been made by Berzins to institutionalize the REIT framework in Latvia, which is expected to boost liquidity in pan-Baltic capital markets [1] - Berzins has contributed to policy-level work, including the development of national SOE financing guidelines and frameworks for private capital in affordable housing [1] Group 2 - Berzins is a CFA Charterholder and holds an ESG investing certificate, indicating a strong foundation in investment principles and sustainable investing [1] - He has experience with the Chicago Board of Trade, showcasing his international exposure despite residing in Latvia [1] - Berzins is actively engaged in thought-leadership activities to support the development of pan-Baltic capital markets [1]
FS KKR Capital: 30% Below NAV, ~19% Yield, But Is It A Buy?
Seeking Alpha· 2025-10-09 20:58
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] - 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]
Dividend Cut Alert: 2 BDCs With Unsustainable Yields
Seeking Alpha· 2025-08-08 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] - 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]
Golub Capital: This Is Why We Are Likely To Talk About Dividend Cut Soon
Seeking Alpha· 2025-07-26 14:19
Core Insights - The article highlights the extensive experience of Roberts Berzins in financial management, particularly in shaping financial strategies for top-tier corporates and executing large-scale financings [1] - It emphasizes Berzins' contributions to institutionalizing the REIT framework in Latvia, aimed at enhancing the liquidity of pan-Baltic capital markets [1] - The article also notes Berzins' involvement in developing national SOE financing guidelines and frameworks to channel private capital into affordable housing [1] Group 1 - Roberts Berzins has over a decade of experience in financial management, assisting corporates with financial strategies and large-scale financings [1] - Significant efforts have been made by Berzins to institutionalize the REIT framework in Latvia, which is expected to boost liquidity in pan-Baltic capital markets [1] - Berzins has contributed to policy-level work, including the development of national SOE financing guidelines and frameworks for private capital in affordable housing [1]
When Market Pain Means Income Investor Gain
Seeking Alpha· 2025-06-15 13:15
Core Viewpoint - The current market and economic environment is described as highly uncertain, comparable only to the COVID-19 period and the Global Financial Crisis (GFC) [1] Group 1: Market Environment - The market is experiencing significant uncertainty, which is noted as the most challenging since the GFC, aside from the COVID-19 period [1] Group 2: Professional Background - Roberts Berzins has over a decade of experience in financial management, focusing on helping top-tier corporates with financial strategies and large-scale financings [2] - He has contributed to the institutionalization of the REIT framework in Latvia to enhance liquidity in pan-Baltic capital markets [2] - His work includes developing national SOE financing guidelines and frameworks to channel private capital into affordable housing [2] - Berzins holds a CFA Charter and an ESG investing certificate, and has experience with the Chicago Board of Trade [2]
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]
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]