Business Development Companies (BDC)

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Gladstone Capital Selloff: Don't Get Mad, Get Glad (NASDAQ:GLAD)
Seeking Alpha· 2025-10-20 19:52
Conservative Income Portfolio targets the best value stocks with the highest margins of safety. The volatility of these investments is further lowered using the best priced options. Our Enhanced Equity Income Solutions Portfolio is designed to reduce volatility while generating 7-9% yields.It has been a tough few months for income investors. The popular asset class that delivered in the past, i.e. the BDC asset class, has been taken to the cleaners. If you spread your bets by buying CLO funds likeTrapping V ...
Is This The Bottom For Carlyle Secured Lending?
Seeking Alpha· 2025-10-15 06:32
Core Viewpoint - The article discusses the changing landscape of BDC (Business Development Company) common stocks, indicating that they are currently at a low point in their trading cycle, suggesting a potential bottom for these stocks [1]. Group 1: Investment Insights - BDC bonds have been favored investments, but the current market conditions are shifting, leading to a reassessment of their value [1]. - The article highlights the importance of active investor engagement, offering a free trial for investors to join discussions and share insights [1]. Group 2: Service Features - The investing group Trade With Beta provides various services, including frequent picks for mispriced preferred stocks and baby bonds, weekly reviews of over 1200 equities, IPO previews, and hedging strategies [1]. - An actively managed portfolio and a chat room for discussions among sophisticated traders and investors are also part of the service offerings [1].
OBDC: I'm Not Touching This BDC Even At 20% Discount (NYSE:OBDC)
Seeking Alpha· 2025-10-12 13:15
Group 1 - The article highlights that the analyst has not issued any positive commentary on Blue Owl Capital Corporation, which is noted as the third largest Business Development Company (BDC) by Net Asset Value (NAV) [1] Group 2 - Roberts Berzins is recognized for his extensive experience in financial management, particularly in shaping financial strategies for top-tier corporates and executing large-scale financings [2] - His contributions include efforts to institutionalize the Real Estate Investment Trust (REIT) framework in Latvia to enhance liquidity in pan-Baltic capital markets [2] - Berzins has also been involved in developing national State-Owned Enterprise (SOE) financing guidelines and frameworks to channel private capital into affordable housing [2]
BDC Weekly Review: Gladstone Takes A Dive On Its Convertible Issuance
Seeking Alpha· 2025-09-20 03:10
Group 1 - The article promotes Systematic Income's Income Portfolios, which are designed with a focus on yield and risk management considerations [1] - It highlights the availability of Interactive Investor Tools to assist in navigating various financial markets, including BDC, CEF, OEF, preferred, and baby bond markets [1] - The company offers Investor Guides specifically for CEFs, Preferreds, and PIMCO CEFs, indicating a commitment to educating investors [1] Group 2 - A no-risk trial is available, allowing potential investors to sign up for a 2-week free trial to explore the offerings [1]
Trinity Capital: Solid BDC Value (Rating Upgrade) (NASDAQ:TRIN)
Seeking Alpha· 2025-09-16 16:45
Core Insights - The article discusses the investment positions held by analysts in specific companies, indicating a long position in ARCC and BXSL, which may suggest confidence in these stocks' future performance [1]. Company Analysis - Analysts have disclosed beneficial long positions in ARCC and BXSL, which may reflect positive sentiment towards these companies [1]. - The article emphasizes that the opinions expressed are personal and not influenced by external compensation, suggesting an independent analysis of the companies [1]. Industry Context - The article does not provide specific industry-wide insights or trends, focusing instead on individual company positions and analyst opinions [1][2].
FS KKR Capital: At 81 Cents On The Dollar And 14.4% Dividend Yield Is Not A Buy
Seeking Alpha· 2025-09-12 09:35
Group 1 - FS KKR Capital (NYSE: FSK) is trading at a significant discount to its net asset value (NAV) per share while offering a double-digit base dividend yield from a credit portfolio experiencing elevated stress [1] - The equity market serves as a powerful mechanism for wealth creation or destruction over the long term, with Pacifica Yield focusing on undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1]
Dare I Say It, Ares Capital Is About To Cut Its Dividend (NASDAQ:ARCC)
Seeking Alpha· 2025-09-11 13:15
Group 1 - Ares Capital (NASDAQ: ARCC) is recognized as the largest and most popular Business Development Company (BDC) among institutional and retail investors due to its unique features and strong performance track record [1] Group 2 - 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 for channeling private capital into affordable housing [2]
Blue Owl Technology Finance: Solid Q2 With Higher Income Catalyst For This BDC
Seeking Alpha· 2025-09-11 11:26
Group 1 - The article promotes Systematic Income's Income Portfolios, which are designed with a focus on yield and risk management considerations [1] - It highlights the availability of Interactive Investor Tools to assist in navigating various financial markets, including BDC, CEF, OEF, preferred, and baby bond markets [1] - The company offers Investor Guides specifically for CEFs, Preferreds, and PIMCO CEFs, indicating a commitment to educating investors [1] Group 2 - A no-risk trial is available, allowing potential investors to sign up for a 2-week free trial to explore the offerings [1]
Golub Capital: Another Boring Solid Quarter From This 10.6%-Yielding BDC
Seeking Alpha· 2025-08-13 07:39
Summary of Golub Capital BDC Quarterly Results Core Viewpoint - Golub Capital BDC (NASDAQ: GBDC) reported a solid quarterly performance with a total NAV return of 2.4% and offers a dividend yield of 10.55% [1] Financial Performance - The company achieved a total NAV return of 2.4% for the quarter [1] - The dividend yield stands at 10.55%, indicating a strong income generation capability [1]
Trinity Capital: The 12.9% Dividend Yield Remains One Of The Best In The BDC Space
Seeking Alpha· 2025-08-11 16:35
Group 1 - The equity market serves as a significant mechanism for wealth creation or destruction over the long term through daily price fluctuations [1] - Pacifica Yield focuses on long-term wealth creation by targeting undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1]