Private Equity Wire

MARCH 21, 2024

Apollo Global Management has launched a new private credit fund, Middle Market Apollo Institutional Private Lending, that will invest money from an affiliate of Mubadala Investment Company and other institutional investors, according to a report by Bloomberg. These fees include a 1% management fee and a 12.5%

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Private Equity Wire

APRIL 25, 2024

New Mountain Capital, which manages over $35bn across private equity, credit and net lease real estate, has closed its latest direct lending fund, New Mountain Guardian III BDC, with around $1.15bn of capital commitments from a diverse group of investors. Commitments to the fund, which is expected to have approximately $2.0

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The Motley Fool

JUNE 20, 2024

Dividend stocks are Wall Street's unsung hero In 2023, the investment advisors at Hartford Funds released a lengthy report that examined the ins and outs of what makes dividend stocks so great. The Hartford Funds' findings shouldn't be too shocking. Image source: Getty Images. Image source: Getty Images.

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Private Equity Insights

SEPTEMBER 28, 2023

Centerbridge Partners and Wells Fargo & Company announced they are entering into a strategic relationship focused on direct lending to non-sponsor North American middle market companies. read more Oakley Capital closes mid-cap fund at €750m The private equity house Oakley Capital has raised fresh money.

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The Motley Fool

APRIL 22, 2024

Looked at another way, the fund's compounded annual gain of 19.8% This exchange-traded fund (ETF) provides exposure to many of the largest tech enterprises in the world. Passive vehicles such as index funds provide a high degree of diversification , thereby mitigating some of the risks associated with owning individual stocks.

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Exchange-Traded Funds Banks Shareholders Business Development Companies 236

The Motley Fool

DECEMBER 15, 2023

Business development companies (BDCs) can be a great source of dividend income, in part because they are required to pay out at least 90% of their taxable income each year as dividends. BDCs typically compete with banks and even venture capital or private equity funds depending on the deal structure. Data source: YCharts.

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Mergers and Acquisitions Exchange-Traded Funds Banks Financial Institutions 246

The Motley Fool

APRIL 16, 2024

Billionaire hedge fund manager Ken Griffin more than tripled Citadel Advisors' position in Hercules Capital (NYSE: HTGC) during the last three months of 2023. Hercules Capital Hercules Capital is a business development company ( BDC ) that lets everyday investors get in on the ground floor with innovative tech and life science businesses.

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The Motley Fool

NOVEMBER 1, 2024

However, I definitely have an eye on generating solid income to help fund my retirement down the road. Ares Capital ranks as the largest publicly traded business development company (BDC). It provides financing to middle-market businesses. It's not that I'm relying on income now.

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The Motley Fool

MAY 23, 2024

If you don't have enough capital to spread among dozens of qualified candidates, or a team of experienced analysts who can help you recognize potential winners, you would be more likely to lose your shirt by putting your money into such businesses than to realize significant gains over the long run.

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The Motley Fool

SEPTEMBER 7, 2023

With stocks, bonds, exchange-traded funds, and derivatives to choose from, the stock market gives everyday investors an endless array of options. Buying shares of businesses that produce profits and commit to returning those profits to their shareholders is an investing strategy with a terrific track record. annually, on average.

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The Motley Fool

JUNE 13, 2024

Realty Income Plenty of companies are capable of driving recurring cash flows that fund dividend payments. If you're looking for the world's most reliable cash cow business though, you won't do much better than rental real estate. Hercules belongs to a category of investments known as business development companies , or BDCs.

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Banks Shareholders Capital Business Development Companies 242

Private Equity Wire

OCTOBER 4, 2023

T Rowe Price and Oak Hill Advisors have launched a new private credit fund, the T Rowe Price OHA Select Private Credit fund (Ocredit), which has already raised $1.5bn, according to a report by CityWire. The fund will now open up to individual investors.

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Private Equity Wire

SEPTEMBER 27, 2023

Centerbridge Partners and Wells Fargo & Company are entering into a strategic relationship to launch a new $5bn private credit fund which will primarily make senior secured loans to non-sponsor-backed middle-market firms in North America.

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Funds Business Development Companies Financing Finance 97

The Motley Fool

AUGUST 3, 2024

Over the same time frame, dividend payers in the same index delivered a 9.17% average annual return, or more than double that of their non-dividend-paying cousins, according to Hartford Funds and Ned Davis Research. Ares Capital Corporation Ares Capital is a business development company, or BDC.

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The Motley Fool

JULY 13, 2023

Due to such remarkable operating performance in recent quarters, it's not unreasonable to expect decent core funds from operations ( FFO ) per share growth from the company over the next few years. That helped Stag Industrial generate record same-store net-operating income growth of 5.9% in the first quarter of 2023.

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The Motley Fool

APRIL 5, 2024

The average annual return produced by non-dividend payers in the same index was just 4.27% over the same time frame, according to Ned Davis Research and Hartford Funds. Ares Capital Ares Capital is America's largest publicly traded business development company ( BDC ).

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The Motley Fool

MAY 2, 2024

With thousands of publicly traded companies and exchange-traded funds (ETFs) to choose from, pathways exist for investors of varying risk tolerances to grow their wealth over time. We're talking about consistent adjusted funds from operations that simply can't be matched by other retail REITs. Image source: Getty Images.

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The Motley Fool

MARCH 28, 2024

With thousands of publicly traded companies and exchange-traded funds (ETFs) to choose from, there's an investment strategy that fits all investment tastes and tolerances. These are businesses consumers are going to visit regardless of how well or poorly the U.S. economy and stock market are performing. Since Sept.

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The Motley Fool

JULY 5, 2023

Funds from operations , a proxy for earnings used to measure a REIT's performance, reached $0.24 yield PennantPark Floating Rate Capital (NYSE: PFLT) is a business development company (BDC), which is another type of entity that can avoid paying taxes by distributing nearly all its profits to shareholders as a dividend.

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Investing Taxes Prospects Shareholders 246

The Motley Fool

FEBRUARY 16, 2024

Ares is a leading business development company ( BDC ) based in the U.S. As a direct lender, it supplies the capital that private companies need to fund and grow their operations. Ares typically serves established businesses with revenue of $10 million to $1 billion.

Business Development Companies 245

Business Development Companies Capital Private Companies Debt 245

The Motley Fool

AUGUST 13, 2023

Companies in the benchmark S&P 500 index that initiated a dividend or grew their payout over the 50-year period from 1973 through 2022 delivered a 10.24% average annual return. annually, according to Ned Davis Research and Hartford Funds. Over the same time frame, the average non-dividend-paying stock in the same index fell by 0.6%

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Investing Debt Business Development Companies Portfolios 243

The Motley Fool

DECEMBER 24, 2023

Ares Capital Ares Capital (NASDAQ: ARCC) ranks as the largest publicly traded business development company (BDC). The midstream energy leader is generating more than enough cash flow to fund the distributions. Here are my four favorite ultra-high-yield dividend stocks to buy for 2024 (listed in alphabetical order).

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Capital Business Development Companies Taxes Shareholders 239

The Motley Fool

SEPTEMBER 23, 2023

Ares Capital Corporation: Ultra-high yield and mild growth Ares Capital Corporation (NASDAQ: ARCC) is a business development company ( BDC ), which means it can avoid paying income taxes by delivering at least 90% of its earnings to investors as a dividend. At recent prices, Ares Capital offers a huge 10.1%

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Debt Amortization Depreciation Taxes 246

The Motley Fool

FEBRUARY 8, 2024

In 2023, Hartford Funds released an extensive report ("The Power of Dividends: Past, Present, and Future") that examined the ins and outs of how dividend stocks have outperformed over long stretches. The company raised its monthly payout twice last year. Lastly, the company's property portfolio is well-diversified.

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The Motley Fool

AUGUST 28, 2024

With thousands of publicly traded companies and exchange-traded funds (ETFs) to choose from, investors have a plethora of ways they can grow their wealth. Last year, Hartford Funds released an extensive report that examined the many ways and scenarios dividend stocks have outperformed non-payers over long stretches.

Investing 244

Investing Debt Exchange-Traded Funds Assets 244

The Motley Fool

OCTOBER 22, 2024

With thousands of publicly traded companies and exchange-traded funds (ETFs) to choose from, there is no one-size-fits-all strategy that you'll have to stick to. One of the best aspects about putting your money to work on Wall Street is that you have the ability to chart your own path to financial freedom.

Debt 246

Debt Initial Public Offering Exchange-Traded Funds Capital 246

The Motley Fool

JULY 18, 2024

The company basically owns a portfolio of mortgages and makes money off the spread between the yield of its investments and the short-term funding costs to buy them. It locks in the spreads with hedges and then uses leverage to increase its returns. Image source: Getty Images. AGNC Price to Tangible Book Value data by YCharts.

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Amortization Depreciation Earnings Before Interest Leveraging 241

The Motley Fool

JULY 27, 2023

Ares Capital Ares Capital (NASDAQ: ARCC) is a large business development company (BDC) that essentially acts as a lender to many of the midsized businesses that large banks tend to ignore. In April, Medical Properties Trust told investors that it expects normalized funds from operations ( FFO ) to reach $1.50

Investing 245

Investing Prospects Taxes Capital 245

The Motley Fool

SEPTEMBER 4, 2024

While there are thousands of publicly traded companies and exchange-traded funds (ETFs) to choose from, certain investment strategies have, historically, worked better than others. One such approach that's been documented as a long-term winner is buying and holding time-tested dividend stocks. Image source: Getty Images.

Debt 242

Debt Exchange-Traded Funds Capital Business Development Companies 242

The Motley Fool

JULY 16, 2024

Last year, the investment advisors at Hartford Funds released a lengthy report ("The Power of Dividends: Past, Present, and Future") examining the many ways dividend stocks have outperformed their non-paying counterparts over many decades. No matter how well or poorly the U.S. Whereas the median S&P 500 REIT has had a 94.2%

Debt 245

Debt Investing Assets Banks 245

The Motley Fool

DECEMBER 4, 2023

During the 50-year period between 1973 and 2022, dividend-paying stocks in the benchmark S&P 500 index delivered a 9.18% average annual return, while non-dividend-paying stocks in the same index returned just 3.95% on average, according to Hartford Funds and Ned Davis Research. yield at recent prices.

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Debt Investing Amortization Depreciation 233

The Motley Fool

JANUARY 19, 2024

Dividend-paying stocks in the same index rose 9.18% annually on average, according to Hartford Funds and Ned Davis Research. Less competition from the illicit e-cigarette market means investors can reasonably expect this company's earnings and dividend payouts to continue climbing for years to come. Image source: Getty Images.

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Investing Legal Banks Capital 231

The Motley Fool

APRIL 28, 2024

Let's break down five companies that are established dividend payers, and assess why holding each of these stocks over a long-term time horizon can lead to massive gains for your portfolio. Hercules Capital Hercules Capital (NYSE: HTGC) is a business development company (BDC). Image source: Getty Images.

Leveraged Buyouts 244

Leveraged Buyouts Due Diligence Buyout Venture Capital 244

The Motley Fool

JULY 2, 2024

Ares is a leading business development company (BDC). That attractive valuation isn't because the company's business is floundering. What they might have overlooked, though, is the reason the company is raising money via a share sale: to fund growth. times forward earnings.

Capital 246

Capital Debt Shareholders Stock Market 246

The Motley Fool

FEBRUARY 1, 2024

According to a report issued last year by the Hartford Funds, in collaboration with Ned Davis Research, dividend-paying companies have generated an annualized return of 9.18% over the past half-century (1973-2022). The unmistakable lure of income stocks is that they outperform. PennantPark pays its outsized dividend on a monthly basis.

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Debt Investing Liabilities Private Companies 246

The Motley Fool

JANUARY 4, 2024

A recent study from Ned Davis Research and the Hartford Funds examined the performance of dividend-paying companies to non-payers over a roughly half-century stretch (1973-2022). BDCs are businesses that invest in small- and micro-cap companies (collectively known as "middle-market companies").

Debt 246

Debt Investing Assets Capital 246

The Motley Fool

AUGUST 23, 2024

Hercules Capital Hercules Capital (NYSE: HTGC) is a business development company (BDC) that specializes in high-yield loans to venture-backed companies. Let's explore five dividend stocks that I think look like screaming buys right now.

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Exchange-Traded Funds Banks Capital Business Development Companies 246