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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 …

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 …

Why We Like This 8% Yielding Preferreds CEF

Within the broader fixed-income umbrella, PTA features a decent-quality profile, holding preferreds of primarily investment-grade household-name issuers. The fund’s preferred portfolio itself is about a third investment-grade with more than …

How We Are Allocating To Income Now

The price action across the income space has been large and seemingly unrelenting across most sectors. Such an extended drawdown as we have seen this year can make it difficult for …