TLEH yields 5.93% · ORCC yields 9.79%● Live data
📍 TLEH pulled ahead of the other in Year 1
Combined, TLEH + ORCC cover 0 of 12 months — good coverage
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The investment seeks investment results that correspond to the price and yield performance, before fees and expenses, of the Morningstar Emerging Markets Factor Tilt Hedged IndexSM. The index (i) reflects the performance of a selection of companies that, in aggregate, possess greater exposure to size and value factors relative to the Morningstar Emerging Markets Index, and (ii) hedges the currency-related risk of the securities included in the index against the U.S. dollar on a monthly basis. The fund invests at least 80% of its total assets in the securities of the index and in ADRs and GDRs based on the securities in the index. The fund is non-diversified.
Full TLEH 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.