Kayne Anderson BDC Inc. (KBDC)

My BDC Portfolio: 2 Months In And A Clear Alpha Performance

Rising non-accrual base is the BDC Achilles heel. The current economic conditions drive up the probability of that risk. Hence, the BDC income and NAV durability have become extremely important topics...

The newly listed BDC Kayne Anderson has an effective initial portfolio management, but its brief operational history requires investors to maintain a "HOLD" position. The company has shown stability t...

Income stocks like Kayne Anderson BDC are crucial in volatile markets, offering a 10.2% dividend yield and reducing reliance on capital gains. KBDC's portfolio is 98% first-lien senior secured loans a...

The 60/40 portfolio, with 60% in equities and 40% in bonds, has long been the gold standard in the investment game. Yet, it has failed to deliver on its promise. In my view, a durable income strategy ...

Lock in monthly income from recession-resistant preferreds trading at deep discounts to par. Earn a well-covered 11% yield from a conservatively run business. Get paid 8% from a blue-chip with a stron...

BDCs have been pushed into the (on average) ~19% discount territory. In my view, steep discounts are justified for the majority of the BDCs. Yet, for some (high-quality ones) the market has gone too f...

CHICAGO--(BUSINESS WIRE)--Kayne Anderson BDC, Inc. (NYSE: KBDC) (“KBDC”), a business development company externally managed by its investment adviser, KA Credit Advisors, LLC, announced today that it ...

BDCs have performed worse than the S&P 500. It is logical since private credit is per definition a high-risk asset class. All in all, many BDCs are in trouble.

My core strategy focuses on high-quality, durable income streams, which are now benefiting from the current market conditions favoring value/income-based investing. Income investors may finally outper...