QVMT yields 2.32% · ORCC yields 9.79%● Live data
📍 QVMT pulled ahead of the other in Year 5
Combined, QVMT + ORCC cover 0 of 12 months — good coverage
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SPVU provides an aggressive value take on the S&P 500. It holds 100 securities from the S&P 500 that have the highest value scores, which are calculated based on book-to-price ratio, earnings-to-price ratio, and sales-to-price ratio. Selected stocks are weighted by their value scores, scaled by market capitalization. The resulting portfolio exhibits major sector biases, and tends to tilt toward smaller firms. SPVUs top quintile approach is almost guaranteed to make bold bets since it excludes stocks near the middle of the style spectrum. The index is reconstituted and rebalanced semi-annually.
Full QVMT 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.