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The Middle Market Loan Advantage: A Look Behind The Curtain

Posted by David Diggins on Sep 18, 2018 5:01:01 PM

[Transcribed from video]

Introducing the Middle Market Loan Advantage. The newest edition to AdvantageData’s suite of credit data products. The Middle Market Loan Advantage complements our syndicated bonds and BDC Advantage modules. With [~4500**] middle market loans, the Middle Market Loan Advantage shines a bright light on this opaque market.

How do we do it? AdvantageData aggregates information from news sources, trading desks, buy and sell-side filings, and more.

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Topics: Loans, Middle Market, Analytics, BDC, business development company, Valuation, Restructuring, Direct Lending, Investment Banks, Syndicated Bonds

The Middle Market Loans Advantage: The Tools and Data to Source Your Next Deal

Posted by David Diggins on Sep 13, 2018 12:25:09 PM

An effective deal sourcing process is crucial to successful investing. Deal sourcing involves generating leads and managing relationships with intermediaries. Strategies for deal sourcing vary among firms. Some firms prefer to employ specialist teams while others prefer using in-house resources.

Regardless of a firm’s strategy, access to the proper tools and the right data are essential for effective deal sourcing. In March, Mergers & Acquisitions published an article that illustrated this concept with Michael Lewis’ book, Moneyball: The Art of Winning an Unfair Game. The book details how the Oakland Athletics baseball team successfully used statistics and analytics to their advantage. The same can be done in the world of deal sourcing.

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Topics: Middle Market, Analytics, market analytics, Distressed Debt, Finance, Restructuring, Fixed Income

BDC Common Stocks Market Recap: Week Ended September 7, 2018

Posted by Nicholas Marshi, BDC Reporter on Sep 12, 2018 10:30:00 AM

Summary

A pull-back in the BDC sector in this holiday shortened week, and a couple of unexpected developments.

To the BDC Reporter, though, the outlook remains the same.

Back To Business

In the semi-official, Labor Day shortened, first week back after the summer holidays, the BDC sector dropped back a little.

The UBS Exchange Traded Note with the ticker BDCS – which we use to measure the whole group – was off 1.0% to end at $20.79.

Likewise, the Wells Fargo BDC Index was down 1.05%.

The number of BDC stocks up in price, or at least unchanged, numbered just 14, versus 27 last week.

No BDC common stock increased more than 3.0% in price on the week, but three dropped by 3.0% or greater.

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Topics: Middle Market, Analytics, BDC, business development company, Fixed Income, News

Duration Risk: The Relationship Between Bond Prices and Interest Rates

Posted by David Diggins on Sep 6, 2018 3:30:33 PM

Duration risk has been a popular theme around buy-side firms as they look to incorporate low duration bonds into model portfolios to reduce interest rate sensitivity and increase liquidity. Typical bond indexes have an average duration of 5-7 years; this will create large outflow of assets in the upcoming quarters and increase popularity among individual securities.

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Topics: Investment Grade, Analytics, bonds, Bonds Maturing, bond market, market analytics, Fixed Income, portfolio, interest rate, duration risk

Second Quarter 2018 BDC New Investments and Exits

Posted by David Diggins on Aug 2, 2018 2:36:48 PM

What we already know...

We know that investment professionals benefit from reliable, holistic, aggregated data. It doesn't take a rocket scientist to figure out that making data easy to find and understand translates to efficient analysts and more profitable firms.

Over the past two weeks, we have shown you a few ways you can leverage business development company filing data with BDC Advantage. BDC Advantage eliminates the tedious, time-consuming process of manually compiling and standardizing BDC quarterly filings, allowing users to easily analyze data relevant to their firm.

We've shown you how to:

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Topics: Middle Market, Analytics, earnings, business development company, BDC Filings, Fixed Income


Are you using AdvantageData?

AdvantageData is your fixed income solution for pricing, analytics, reports, and insight on approximately:

  • 529,400+ U.S. and international corporate bonds
  • Over 6,200+ CDS reference entities
  • Over 22,000+ syndicated loans
  • Over 100 equity markets worldwide
  • One platform 14 asset classes from debt to CDS to loans to mid-market
  • Used by top buy and sell-side firms worldwide

 

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