FDUS: Why We Bought This 10.4% – Yielding BDC
The Business Development Company Fidus Investment Corp (FDUS) delivered a strong Q2, in line with its excellent track record. It trades at a 10.4% dividend yield. Despite an equity-overweight portfolio …
Why Our BDC Portfolio Sleeve Is Up 10% Year-To-Date
Our approach to income investing is to allocate across a diverse set of investment structures, including open-end funds, closed-end funds, BDCs, preferred securities and baby bonds. This “structural diversification” ensures …
This Is Our Inflation Income Playbook
June brought another upside surprise in the headline rate of inflation. With upside surprises happening seemingly every month, this no longer feels very surprising to many income investors. In this …
How We, As Income Investors, Are Navigating Recession Risks
That the economy will soon enter a recession is quickly becoming the consensus view. Few investors believe that the Fed will be able to engineer a soft landing. Rather, many …