DIVE yields 1.06% · ORCC yields 9.79%● Live data
📍 ORCC pulled ahead of the other in Year 1
Combined, DIVE + ORCC cover 0 of 12 months — good coverage
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DIVE invests in a concentrated portfolio of 25 to 35 dividend-paying, large-cap US companies with structural competitive advantages trading below fair value. Stock selection combines qualitative analysis with sector-relative quantitative scoring across valuation, growth, and profitability metrics. The portfolio is then weighted based on the sub-adviser's top ideas, with risk managed through diversification across sectors and factors such as value, growth, momentum, quality, and volatility. The strategy uses a behavioral finance-driven approach, exploiting market inefficiencies caused by investor biases to identify undervalued companies with strong fundamentals, sustainable competitive advantages, and dividend yield growth potential. The fund follows a structured sell framework focused on risk control, changing fundamentals, and maintaining income. Positions are sold when dividend yields decline due to price appreciation.
Full DIVE Calculator →Owl Rock Capital Corporation is a business development company. The fund makes investments in senior secured or unsecured loans, subordinated loans or mezzanine loans and also considers equity-related securities including warrants and preferred stocks also pursues preferred equity investments and common equity investments. Within private equity, it seeks to invest in growth, acquisitions, market or product expansion, refinancings and recapitalizations. It seeks to invest in middle market companies based in the United States, with EBITDA between $10 million and $250 million annually and/or annual revenue of $50 million and $2.5 billion at the time of investment.
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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.