BDVC yields 57.14% · JEPQ yields 11.47%● Live data
📍 BDVC pulled ahead of the other in Year 1
Combined, BDVC + JEPQ cover 0 of 12 months — good coverage
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Franklin BSP Lending Corporation is a business development company specializing in investing in middle market companies, leverage buyouts, acquisitions, recapitalizations, growth opportunities, venture debt, CLO equity, delayed draw term loans, rescue financing, distressed or turnaround situations, and bridge loans and financing. It invests in the debt and equity of private held companies. It typically prefers to invest in unitranche, senior secured debt, senior unsecured debt, second lien secured debt, equity co-investments, subordinated secured debt, subordinated unsecured debt, mezzanine debt, convertible debt, convertible preferred equity, preferred equity, common equity, warrants. It seeks to invest in business services, energy, general industrial, government, healthcare, software, specialty finance; restaurants, TMT, food and beverage, and consumer products. It prefers to take majority stakes in investments. It invests throughout the United States and Canada. It invests between $1 million and $25 million in established companies with revenues between $5 million and $1000 million and stable operating cash flows. Within middle market loans, the investment size across the BSP private debt platform typically ranges from $25 million to over $250 million in companies with EBITDA between $10 million and $100 million. It seeks to have Board representation or Board Observation rights in its portfolio companies.
Full BDVC Calculator →The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.