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Can Bain Capital Specialty Finance Weather BDC Headwinds?
Seeking Alpha· 2025-10-13 10:09
At Trade With Beta , we also pay close attention to closed-end funds and are always keeping an eye on them for directional and arbitrage opportunities created by market price deviations. As you can guess, timing is crucial in these kinds of trades; therefore, you are welcome to join us for early access and the discussions accompanying these kinds of trades.The BDC sector is currently lagging the market, with many companies making new lows despite the rising S&P 500. Historically, BDC prices have been driven ...
Can Bain Capital Specialty Finance Weather BDC Headwinds? (NYSE:BCSF)
Seeking Alpha· 2025-10-13 10:09
At Trade With Beta , we also pay close attention to closed-end funds and are always keeping an eye on them for directional and arbitrage opportunities created by market price deviations. As you can guess, timing is crucial in these kinds of trades; therefore, you are welcome to join us for early access and the discussions accompanying these kinds of trades.The BDC sector is currently lagging the market, with many companies making new lows despite the rising S&P 500. Historically, BDC prices have been driven ...
Nuveen Churchill Direct Lending Corp. Finally Looks Attractive To Us
Seeking Alpha· 2025-10-13 02:29
投资策略 - 密切关注封闭式基金以寻找由市场价格偏差产生的方向性和套利机会 [1] - 时机选择在此类交易中至关重要 [1] - 服务内容包括频繁挑选定价错误的优先股和婴儿债券 每周回顾1200多只股票 IPO预览 对冲策略以及积极管理的投资组合 [2] 资产类别观点 - 认为BDC债券远优于BDC股票 [2]
Buying Goldman Sachs BDC When The Market Is Selling All BDCs (NYSE:GSBD)
Seeking Alpha· 2025-10-12 07:55
At Trade With Beta , we also pay close attention to closed-end funds and are always keeping an eye on them for directional and arbitrage opportunities created by market price deviations. As you can guess, timing is crucial in these kinds of trades; therefore, you are welcome to join us for early access and the discussions accompanying these kinds of trades.We have previously noted that BDC bonds are among the most attractive investment opportunities and were superior to the BDC common equity - we have numer ...
Buying Goldman Sachs BDC When The Market Is Selling All BDCs
Seeking Alpha· 2025-10-12 07:55
At Trade With Beta , we also pay close attention to closed-end funds and are always keeping an eye on them for directional and arbitrage opportunities created by market price deviations. As you can guess, timing is crucial in these kinds of trades; therefore, you are welcome to join us for early access and the discussions accompanying these kinds of trades.We have previously noted that BDC bonds are among the most attractive investment opportunities and were superior to the BDC common equity - we have numer ...