Ep. 356 — Trinity Capital’s Brown sees BDC opportunity amid investor frustration
Kyle Brown, Chief Executive Officer at Trinity Capital, gives his outlook for the private credit and lending space, and notes that there could be some challenges for business development companies and private lenders late in the current ...
Ep. 138— BDCs and middle-market credit can solve rising-rate puzzle
Chris Oberbeck, chairman and chief executive officer at Saratoga Investment Corp., says that the structure of business-development companies -- which allows assets to increase in value when interest rates rise, while keeping liabilities fixed, thereby raising spreads -- makes them particularly attractive to...
Ep. 137— Bonus episode: Rate and inflation picture are triggering rotation
Maury Fertig, chief investment officer at Relative Value Partners, discusses the factors he considers when picking closed-end funds to add to client portfolios, and how those criteria have been impacted by headlines about rising rates and inflation...