QUSA yields 11.97% · ARCC yields 10.82%● Live data
📍 QUSA pulled ahead of the other in Year 1
Combined, QUSA + ARCC cover 0 of 12 months — good coverage
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QUSA primarily seeks income, targeting an annual goal of 15% through a blend of US equities deemed high-quality and options strategies. The fund employs a dynamic approach, systematically selecting stocks based on their financial strength, stability, and low earnings variability. The portfolio typically consists of 20 to 50 equities, with allocations adjusted quarterly or as market conditions change. By focusing on companies with strong return on equity and prudent leverage, QUSA aims to minimize volatility while capturing potential capital appreciation. Strategic options use is integral to its income generation, as the fund actively sells call options on its holdings to collect premiums, aiming to enhance overall yield. This combination of active equity selection and management of options allows QUSA to adapt to market fluctuations while pursuing steady returns and capital growth.
Full QUSA Calculator →Ares Capital Corporation is a business development company specializing in acquisition, recapitalization, mezzanine debt, restructurings, rescue financing, and leveraged buyout transactions of middle market companies. It also makes growth capital and general refinancing. It prefers to make investments in companies engaged in the basic and growth manufacturing, business services, consumer products, health care products and services, and information technology service sectors. The fund will also consider investments in industries such as restaurants, retail, oil and gas, and technology sectors. It focuses on investments in Northeast, Mid-Atlantic, Southeast and Southwest regions from its New York office, the Midwest region, from the Chicago office, and the Western region from the Los Angeles office. The fund typically invests between $20 million and $200 million and a maximum of $400 million in companies with an EBITDA between $10 million and $250 million. It makes debt investments between $10 million and $100 million The fund invests through revolvers, first lien loans, warrants, unitranche structures, second lien loans, mezzanine debt, private high yield, junior capital, subordinated debt, and non-control preferred and common equity. The fund also selectively considers third-party-led senior and subordinated debt financings and opportunistically considers the purchase of stressed and discounted debt positions. The fund prefers to be an agent and/or lead the transactions in which it invests. The fund also seeks board representation in its portfolio companies.
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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.