行业概述 - BDC市场周评关注商业发展公司(BDC)行业的市场活动 从自上而下和自下而上的角度进行分析[1] - ADS Analytics团队由多位分析师组成 这些分析师曾在多家全球领先投资银行的研究和交易部门工作[1] - 该团队专注于从多种证券类型中挖掘收益机会 包括封闭式基金(CEFs)、交易所交易基金(ETFs)、共同基金、BDCs以及优先股和婴儿债券[1] 研究范围 - 分析覆盖范围包括商业发展公司(BDC)行业的整体市场动态[1] - 研究同时关注行业内个别公司的新闻和事件[1] - 分析方法结合了宏观行业视角和微观公司层面研究[1] 团队背景 - 研究团队具有全球顶级投行的工作经验 专业领域覆盖研究和交易部门[1] - 团队专注于收益型投资机会的挖掘[1] - 研究标的包括多种固定收益和另类投资产品[1]

Blue Owl Capital (NYSE: OBDC ) suffered an increase in its non-accrual percentage in the first-quarter, yet otherwise continues to make a robust value proposition for dividend investors. Blue Owl Capital had a dividend coverage ratio of 1.08X in the first-quarter, whichAnalyst’s Disclosure:I/we have a beneficial long position in the shares of OBDC, ARCC, BXSL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compe ...

The negative year-to-date performance of some BDCs has opened up opportunities to build positions in high-quality private credit tickers. Bain Capital Specialty Finance ( BCSF ) has dipped roughly 11% since the start of the year and now trades at aThe equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on undervalued yet high-growth companies, ...

BDCs are the bread & butter for investors looking for income. And from 2022 until recently, many have rewarded shareholders handsomely due to tailwinds from higher for longer interest rates.Contributing analyst to the iREIT+Hoya Capital investment group. The Dividend Collectuh is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to do their own due diligence. I'm a Navy vet ...

Focus of Article: The focus of PART 1 of this article is to analyze Golub Capital BDC Inc.’s (NASDAQ:GBDC) recent results and compare a handful of the company’s metrics to 11 business development company (BDC) peers. This analysis will show past and current data with supporting documentation. Table 1 will compare GBDC’s recent net asset value (NAV) economic return (loss), adjusted net investment income (NII), stock price to annualized NII ratio, and percentage of total investment income attributable to capi ...

OTF to become largest publicly traded technology-focused BDC by total assets upon listing NEW YORK, June 3, 2025 /PRNewswire/ -- Blue Owl Technology Finance Corp. ("OTF" or the "Company"), a leading business development company ("BDC") focused on investing in U.S. upper middle-market technology companies, announced today that it intends to list the Company's shares of common stock on the New York Stock Exchange ("NYSE"). Subject to market conditions, the Company anticipates that its shares of common stock w ...

Over the last five years, I've become increasingly fond of Business Development Companies because of the high income they were able to provide. BDCs are very specialized firms that essentially help to develop business growth in small and mid-sizedFinancial 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 ...

BDCs行业分析 - BDCs属于高风险资产 其业务模式是为无法从传统银行获得低成本融资的公司提供资金 [1] 分析师背景 - Roberts Berzins拥有超过10年金融管理经验 曾帮助顶级企业制定财务战略并执行大规模融资 [1] - 在拉脱维亚推动REIT框架制度化 以提升泛波罗的海资本市场的流动性 [1] - 参与制定国家国有企业融资指南 并建立私人资本投资经济适用房的框架 [1] - 持有CFA和ESG投资证书 曾在芝加哥期货交易所实习 [1] - 积极参与思想领导力活动 支持泛波罗的海资本市场发展 [1] 分析师持仓披露 - 分析师持有TSLX和KBDC的多头头寸 包括股票、期权或其他衍生品 [2]

BDC市场周评 - 文章核心观点为从自上而下和自下而上两个维度分析BDC行业市场动态[1] - 自上而下视角提供BDC行业整体概况[1] - 自下而上视角聚焦个股新闻与事件[1] 服务产品 - 提供包含收益率与风险管理考量的收益投资组合[1] - 开发交互式投资工具覆盖BDC/CEF/OEF/优先股/婴儿债券市场[1] - 发布CEF/优先股/PIMCO CEFs投资者指南[2] 试用推广 - 提供无风险2周免费试用服务[2]

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 capital markets. Other policy-level work includes the development of national SOE financing guidelines and framework for channeling private capital into affordable housing stock. Roberts is a CFA Charterholder, ESG inves ...