GBDC: A Dividend Hike For This 10.3% Yielding BDC
This is an extract from an earlier article at Systematic Income Premium. In this article, we catch up on the quarterly results from the Business Development Company Golub Capital (GBDC). …
BXSL: Strong Q3 Results With Room For Dividend Hikes
This is an extract from an earlier article at Systematic Income Premium. In this article, we catch up on Q3 results from the Business Development Company Blackstone Secured Lending Fund …
Fidus Investment – Another Dividend Hike For This 12.6% Yielder
This is an extract from an earlier article at Systematic Income Premium. In this post, we catch up on Q3 results from the business development company (“BDC”) Fidus Investment (FDUS). …
Ares Capital – Delivering For Income Investors
This is an extract from an earlier article at Systematic Income Premium. In this article, we catch up on Q3 results from the Business Development Company Ares Capital (ARCC). ARCC …
CSWC: This 12%-Yielding BDC Is Worth A Look
This is an extract from an earlier article at Systematic Income Premium. When originally released to subscribers on 18-Oct CSWC was trading at $17.17 versus $20.08 pre-market today. In this …
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 …
Are You Following These Bad BDC Investment Strategies?
In this brief post we highlight a couple of BDC allocation strategies that appear to be common but are unlikely to outperform in the longer-term in our view. One strategy is …
Some Misconceptions About BDCs
This is an extract from an earlier article at Systematic Income Premium. It’s always interesting when income sectors popular with retail investors get a look in the financial press. The …
GBDC: Why We Are Buying This 8.6%-Yielding BDC
In this quick post we highlight why we have initiated a position in the Golub BDC (GBDC) – a Business Development Company with a 8.6% dividend yield and strong historic …