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Recent Articles:
There are no rankings in this week’s newsletter because I am working to include ‘total return’ into the payout and valuation categories as well as a new series of articles with a detailed look BDC risk. This series will be much more in-depth than in the past with portfolio vintage analysis, interest rate risk or opportunity, institutional and insider trends, portfolio credit quality detail, etc.
I have included a new valuation methodology, using expected total returns combined with the standard multiple analysis as well as some of the supporting detail. Also, there will be no newsletter next week as I will be working remotely while on vacation (Ko Samui, Thailand) and finishing up the new risk profile series.BDC Market Update
