PLGI yields 0.02% · ORCC yields 9.79%● Live data
📍 ORCC pulled ahead of the other in Year 1
Combined, PLGI + ORCC cover 0 of 12 months — good coverage
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PLGI allocates across equities, fixed income, and options within a single portfolio to pursue both growth and income over time. The fund primarily invests in a focused set of individual stocks, predominantly US-listed issuers, while retaining flexibility to adjust exposure using bonds, preferred securities, ETFs, and cash equivalents. Equity holdings may span growth-oriented and income-producing companies, complemented by allocations to corporate and government bonds across varying maturities and credit qualities. To support income generation and manage volatility, the fund employs covered call writing on equity positions and may sell cash-secured put options. Portfolio allocations across equities, fixed income, and cash are actively adjusted within defined ranges based on market conditions and security-level analysis. The strategy integrates fundamental, quantitative, and options-based decision-making, with the potential for higher portfolio turnover as positions are actively managed.
Full PLGI 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.