“Overblown” Sell-off in Software Loans | Matthew Bloomfield on Public BDCs (Business Development Companies) and Collateralized Loan Obligations (CLOs) – Monetary Matters with Jack Farley

“Overblown” Sell-off in Software Loans | Matthew Bloomfield on Public BDCs (Business Development Companies) and Collateralized Loan Obligations (CLOs) – Monetary Matters with Jack Farley — Transcript

Market views

Bullish

PSBD— Palmer Square BDC trading at unwarranted discount despite transparent NAV, real marks on tradable loans, and lower fee structure than competitors.
BDC— Public BDCs broadly trading at deep discounts creating attractive entry point, with management teams buying back shares at accretive levels.

Not investment advice.

Mentioned

Market views