Kayne Anderson BDC Inc. (KBDC)

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...

A leading hedge fund billionaire is increasingly bearish on the stock market—find out what he's buying instead. We discuss the overlooked strategy that smart money is betting on to crush stagflation r...

Lower interest rates negatively impact BDCs' net investment income due to the floating rate nature of their loans tied to the Fed Funds rate. A typical BDC portfolio, with a debt to equity ratio of 1....

This is my first BDC portfolio monthly performance review article. The good news is that the portfolio has done its job, outperforming the two BDC benchmarks - PBDC and BIZD. Yet, on an absolute basis...

Kayne Anderson BDC, despite a short track record, shows strong fundamentals with high first-lien loan exposure and diversified borrower portfolio, making it a defensive investment. Latest earnings rep...

As a structural BDC bull I have to admit that the period of BDCs consistently surprising us on the upside has come to an end. Many lower quality BDCs have already cut their dividends to sync their cas...

I maintain a buy rating on Kayne Anderson BDC due to its attractive financials, strong distribution coverage, and undervalued market price despite recent growth. KBDC's portfolio has grown impressivel...

The market has become more volatile. As it is usually the case, higher volatility tends to open interesting opportunity for long-term investors. In this article, I discuss two 9%+ yielding picks, whic...

In this article, I share a three-category portfolio approach to achieve $5,000 of durable monthly current income streams. With durable monthly distributions, I mean well-mitigated dividend cut risk an...

I issued a bullish thesis on Kayne Anderson BDC, Inc. in October 2024, making it my largest BDC holding. KBDC now consumes ~25% of my BDC portfolio, which I constructed for transparency and easy track...