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Insight2016-08-01T14:51:33-04:00

XA’s Perry looks at the boom in non-listed funds

November 3rd, 2023|Comments Off on XA’s Perry looks at the boom in non-listed funds

Steven Perry, vice president at XA Investments, discusses the surge in activity and creation for non-listed closed-end funds, covering why money managers, including a number of prominent sponsors who have never been in the space before,...

Angel Oak’s Pate: Bank debt should ‘outperform in the current environment’

October 27th, 2023|Comments Off on Angel Oak’s Pate: Bank debt should ‘outperform in the current environment’

Cheryl Pate, senior portfolio manager at Angel Oak Capital -- co-manager of the Angel Oak Financial Strategies Income Term Trust (FINS) -- says the banking industry's wild ride since the failure of Silicon Valley Bank in March has created "a market dislocation" in pricing for bank equities and debt,...

Duncan Farley explains event-driven credit

October 24th, 2023|Comments Off on Duncan Farley explains event-driven credit

Duncan Farley, Portfolio Manager for RBC BlueBay Asset Management, digs in on event-driven credit and the overall performance of the BlueBay Destra International Event-Driven Credit Fund, a continuously offered closed-end interval fund. Destra serves as advisors to the fund and BlueBay Asset Management is the fund’s sub-advisor. Farley also talks about the potential benefits of the interval fund structure, which he says for his team provides a “very unique way to match investors’ liquidity requirements with the underlying liquidity profile of the investments that we’re investing in.”

22Aug, 2025

Oppenheimer’s Penn: ‘Fairly valued’ BDCs

By |August 22nd, 2025|Podcast|

Mitchel Penn, Managing Director of Equity Research for Oppenheimer & Co., says that business-development companies are now "fairly valued" by the market, which means that their biggest potential gains for the remainder of the year will come from simply capturing dividend payouts.

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