Blue Owl Capital Corporation III

Over the last couple of weeks we added a number of new BDC positions to our Income Portfolios despite a fairly expensive credit market backdrop. We discuss the reasons behind this and where we see value in the BDC space. Recent market hiccup has opened up attractive opportunities in the BDC sector, particularly in newly IPO'd companies with lower liquidity and awareness. » Mehr auf seekingalpha.com

While long-term interest rates are falling in anticipation of Fed rate cuts, there are still some very attractive high-yield opportunities in the market. We discuss 3 that yield 10%+ right now. We compare them and share our take on which is the most attractive right now. » Mehr auf seekingalpha.com

We take a look at the action in business development companies through the second week of August and highlight some of the key themes we are watching. BDCs underperformed with a total return of -2% due to poor quarterly results or dividend cuts. TriplePoint Venture Growth highlights the disconnect between dividend yield and total NAV return. » Mehr auf seekingalpha.com