BDC Strategy - Eagle Global

							Investment Highlights
						
												Business Development Companies (BDCs)											
												Business Development Companies (BDCs) are a type of investment company that invest in the debt and equity of private middle market companies. BDCs offer individual investors the opportunity to gain exposure to private market investments through a professionally managed portfolio of public securities.											

														Video:  BDCs:  Enhancing Portfolio Income with Private Credit 													

												Current Income											
												BDCs are required to distribute at least 90% of their taxable income to shareholders in the form of dividends. BDCs typically provide some of the highest dividend yields available to investors.											

												Publicly Traded Access to Private Companies											
												BDCs primarily invest in privately-held companies, including small and mid-sized businesses. This provides investors with an opportunity to access a segment of the market that is not readily available through traditional publicly-traded stocks or mutual funds.											

												Professional Management											
												The Eagle Global BDC Strategy is managed by two professionals with combined 50 years of investment experience. This expertise can be valuable in identifying promising investment opportunities, conducting due diligence, and managing the portfolio effectively.											

												Capital Appreciation Potential											
												While BDCs are primarily known for their dividend payouts, they also have the potential for capital appreciation. If the value of the underlying investments in the BDC's portfolio increases over time, it can lead to growth in the net asset value (NAV) of the BDC and, consequently, the stock price.

Eagle Global BDC Strategy

The Eagle Global BDC Strategy targets a combination of current income and capital appreciation through a portfolio of diversified, high quality BDCs. Emphasis is placed on companies with low price-to-book, low price-to-earnings, and high return-on-equity characteristics. It is designed with tax efficiency in mind.

Strategy Profile