Author: Brett Owens, Contrarian Outlook

Paying yields of 7.8% and 11.9%, expect their discount to shorten fast when rates and inflation start to ease.

Take the opportunity to scoop up these names, and collect their rich dividends as their oversold valuations correct.

There’s only one reason they buy: they believe the shares are going up.

It’s trading more than 25% off the all-time high it hit in late 2024… an absurd price for a company generating $14 billion in yearly free cash flow.

2026 has been rough sledding for BDC’s… but in these shadows is where we can find value.