Private credit and BDCs have been increasingly strengthening their roles into the overall investment game, allowing investors to calibrate the portfolio strategies with a quite unique set of risk and ...
The All Weather Portfolio concept introduced by Ray Dalio aims for stable returns through largely uncorrelated investment exposures. In this article, I have tried to apply the essence of such a ...
It is a gift because it tells us the financing window is open and the income engines, we rely on can keep doing their job. It is a warning because when spreads are tight, you do not get paid much for ...
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here. According to ...
Once again this month Easy Income Portfolio proved its value as a safe haven during turbulent times. In spite of political and economic turmoil, our portfolio delivered a steady stem of consistent ...
Earnings Call Insights: Palmer Square Capital BDC Inc. (PSBD) Q2 2025 Christopher Dale Long, CEO, reported the deployment of $92.4 million in capital during the quarter, generating total and net ...