GLO: Some Key Points Of Concern

The Clough Global Opportunities Fund (GLO) came up on the service – these are some of the key points discussed. The fund is 80% in stocks, with the rest in …

VCIF: A Whole-Loan Focused Fund

The Vertical Capital Income Fund (VCIF) is an interesting animal and has come up for discussion on the service. The fund allocates to non-agency whole loans (no MBS i.e. no …

BIT: A PIMCO CEF Replacement?

Income investors are growing worried about the valuations on offer in PIMCO CEFs which are core holdings for many income portfolios. My favorite valuation metric for PIMCO CEFs is the …