TDI yields 1.82% · ORCC yields 9.79%● Live data
📍 ORCC pulled ahead of the other in Year 1
Combined, TDI + ORCC cover 0 of 12 months — good coverage
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TDI provides broad exposure to the global equity markets outside the US. The fund may include common and preferred stocks, depositary receipts, REITs, as well as other exchange-traded funds. To construct the portfolio, the funds sub-adviser employs the Dynamic Alpha Stock Selection Model, a proprietary quantitative model that seeks to construct a risk-controlled, forward-looking portfolio that adapts to changing market conditions. The model estimates returns based on each securitys risk characteristics through a three-step process that utilizes fundamental data and statistical tools. An optimization process is then used to identify the portfolio of around 100-140 securities with the highest expected return for an acceptable level of risk. The fund rebalances periodically. On December 11, 2023, TDI converted from a mutual fund to an actively managed ETF with $62 million in assets.
Full TDI 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.