Fidus Investment Corporat... (FDUS)

As a BDC bull, I've to admit that most BDCs are not good enough for being included in a durable retirement/passive income portfolio. In the article I share 5 specific criteria that we have to comply w...

BDC investing is primarily about income with less emphasis on growth. One way to activate the second (price appreciation) component is through investing in heavily discounted BDCs. The other, more pru...

Fidus Investment has delivered strong market-beating total returns through a disciplined investment approach and attractive dividends. FDUS's portfolio, comprised mostly of senior secured debt, has sh...

Fidus Investment is one of my favorite BDCs, focusing on debt and equity financing solutions with a diversified portfolio of 85 companies. FDUS targets lower middle-market businesses, emphasizing nich...

The usual sweet spot range for high and durable income is 6-8%. Anything above that tends to come with unfavorable financial risk. Yet, by being selective and careful, 8%+ exceptions can be found.

High inflation is a serious risk for sustainable wealth creation. One of the best ways to beat inflation and generate real value is devising a high yield strategy. Such a strategy comes with its own s...

Fidus Investment offers a high dividend yield of 11.5%, supported by a well-structured portfolio of secured debt investments and consistent earnings. Despite trading at a slight premium to NAV, FDUS r...

The primary return source of BDC investments is dividend income. Yet, when there is a mismatch between price and value, it is possible to pocket attractive price returns as well. In this article, I sh...

Despite expected interest rate declines, BDCs are poised for strong performance in 2025 due to potential rate hikes and inflation uncertainties. BDCs provide capital to small businesses, have high yie...

Risk is the probability of a negative event in the future. An abstract concept that is not measurable; otherwise it would not be risk. Ascertaining value is the first step in controlling risk, that is...