NBIE yields 8.15% · ORCC yields 9.79%● Live data
📍 NBIE pulled ahead of the other in Year 1
Combined, NBIE + ORCC 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 →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.