Core Insights - Gateway Wealth Partners increased its stake in FS KKR Capital Corp. by acquiring 708,930 shares, raising the position's value to approximately $10.80 million as of September 30, 2025 [1][2][9] Company Overview - FS KKR Capital Corp. operates as a business development company, primarily generating revenue from interest income on senior secured and subordinated debt investments in private U.S. middle-market companies [5][6] - The company focuses on providing customized credit solutions and occasionally takes equity positions or warrants alongside debt investments [5][6] - As of November 05, 2025, FS KKR Capital's market capitalization is $4.37 billion, with a revenue of $1.23 billion over the trailing twelve months (TTM) and a dividend yield of 17.93% [4] Performance Metrics - FS KKR Capital's stock price was $14.79 as of November 05, 2025, reflecting a 16.0% decline over the past year and trailing the S&P 500 by 34 percentage points [3][10] - Over the last three years, the stock generated a total return of 25%, equating to a compound annual growth rate (CAGR) of 7.9%, which is significantly lower than the S&P 500's total return of 72% and CAGR of 19.9% during the same period [10] Investment Position - The acquisition of FS KKR Capital stock has made it the ninth-largest position for Gateway Wealth Partners, representing 1.46% of the fund's total assets under management (AUM) of $740.67 million [2][9] - The fund reported a total of 410 equity positions, indicating a diversified investment strategy [2]

Core Insights - FS KKR Capital (FSK) missed Wall Street's estimates for core earnings by $0.01 per share due to pressure on net investment income (NII) from high non-accruals [1] Financial Performance - The investment firm's dividend coverage has fallen, indicating potential concerns regarding its financial stability [1]

Core Insights - The article emphasizes the importance of a hybrid investment strategy that combines classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds to enhance investment income while achieving total returns comparable to traditional index funds [1]. Group 1: Investment Strategy - The company advocates for a diversified approach to investing, focusing on high-quality dividend stocks that provide long-term growth potential [1]. - A hybrid system is proposed, blending growth and income strategies to optimize investment returns [1]. - The total return achieved through this strategy is reported to be on par with the S&P index, indicating its effectiveness [1].

Oaktree Specialty Lending Corporation ( OCSL ) has been one of those BDCs, which has multiple times fallen into an optically attractive discount territory, but still somehow managed to disappoint the "buy the dip" investors.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-Bal ...

智通财经APP获悉，今年以来，对美国信贷市场的担忧始终萦绕，尤其是相对银行体系而言显得脆弱且 不透明的私募信贷市场。作为连接中小企业与私募信贷资本的关键桥梁，在市场担忧持续升温之际，本 月早些时候多家商业发展公司(BDC)陆续公布的财报被视为窥探私募信贷市场健康状况的重要窗口。尽 管这些财报反映出整体私募信贷市场尚稳，但来自市场参与者的警告表明，仍不能轻易放松警惕。 整体尚稳 局部承压 今年以来，BDC股价持续承压，标普BDC指数大幅跑输美股大盘。对此，杰富瑞分析师John Hecht指 出，BDC普遍持有大量浮动利率贷款资产，在美联储降息预期的背景下，其未来利息收入面临压缩， 股息吸引力下降，从而引发估值回调。此外，市场对BDC投资组合底层资产信用风险的担忧也加剧了 抛售压力。 评级机构惠誉周三发布的一份报告显示，随着利差进一步收窄，且实物支付(PIK)规模预计将上升，上 市交易的商业发展公司(BDC)明年可能面临更大的压力。本月早些时候，惠誉就已将BDC的评级展望定 为"恶化"，理由是充满挑战的经济环境带来的资产质量压力将长期存在。 惠誉表示，利率下降作为投资者的另一个关注焦点，也将推动BDC在未来几个季 ...

Core Insights - The article discusses the allure of higher yields for income-focused investors, highlighting that while these yields can present great investment opportunities, they may also carry hidden risks [1]. Group 1: Investment Strategy - The author emphasizes a preference for quality over quantity in investment choices, particularly in blue-chip stocks, Business Development Companies (BDCs), and Real Estate Investment Trusts (REITs) [1]. - The goal is to build investment portfolios that focus on high-quality, dividend-paying companies, particularly for lower and middle-class workers [1]. Group 2: Personal Investment Philosophy - The author identifies as a buy-and-hold investor, aiming to supplement retirement income through dividends within the next 5-7 years [1].

As business development companies continue to face headwinds, there are still some more resilient choices throughout the sector. I believe that Barings BDC ( BBDC ) is one of the better choices in theFinancial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offer potential for long term-growt ...

Core Insights - Business development companies (BDCs) are currently facing challenges, but there are resilient options available in the sector, with Barings BDC (BBDC) identified as a strong choice for investors [1]. Investment Strategy - A hybrid investment strategy combining classic dividend growth stocks with BDCs, REITs, and Closed-End Funds can enhance investment income while achieving total returns comparable to traditional index funds like the S&P [1].

iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.Rewards and risks go hand in hand, and that goes for virtually all investments. For example, a quality asset is only a good investment if bought at a good pr ...

iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.Rewards and risks go hand in hand, and that goes for virtually all investments. For example, a quality asset is only a good investment if bought at a good pr ...