NBIE yields 8.15% · GBDC yields 11.85%● Live data
📍 GBDC pulled ahead of the other in Year 1
Combined, NBIE + GBDC cover 0 of 12 months — good coverage
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NBIE invests in large- and mid-cap companies located in developed markets outside the United States. Stock selection combines fundamental analysis with quantitative research to evaluate companies across multiple factors, including valuation, dividend income, financial quality, price momentum, market sentiment, risk levels, and growth potential. The strategy favors companies with balanced characteristics across several factors rather than relying on a single metric. Additionally, ESG considerations are also incorporated into the investment process, although the fund does not follow a dedicated sustainable or impact strategy. Investments include direct equities, depositary receipts such as ADRs, GDRs, and EDRs, as well as REITs and ETFs. Positions may be sold when a stocks expected return weakens, risks increase, or more attractive opportunities emerge.
Full NBIE Calculator →Golub Capital BDC, Inc. (GBDC) is a business development company and operates as an externally managed closed-end non-diversified management investment company. It invests in debt and minority equity investments in middle-market companies that are, in most cases, sponsored by private equity investors. It typically invests in diversified consumer services, automobiles, healthcare technology, insurance, health care equipment and supplies, hotels, restaurants and leisure, healthcare providers and services, IT services and specialty retails. It seeks to invest in the United States. It primarily invests in first lien traditional senior debt, first lien one stop, junior debt and equity, senior secured, one stop, unitranche, second lien, subordinated and mezzanine loans of middle-market companies, and warrants.
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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.