SaaS apocalypse: Why I shy away from US business development companies
Large SaaS exposures have helped trigger a pullback in BDC prices and dividends. Ryk de Klerk explains why current yields and NAV discounts may mask a deeper downside.
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A closer look at dividend-focused investing: part 2
The key to a successful dividend strategy is identifying firms that wisely reinvest in growth while maintaining manageable payout ratios.
