Investment Theme

Middle-Market Medic- How BDCs Keep Main Street Breathing

The Middle-Market Medic: How BDCs Keep Main Street Breathing

Investing, Business Development Company, Investment Theme

There’s a peculiar gap in American finance that most people never think about. Banks love lending to massive corporations because the deals are huge and the risks are calculable. Venture capitalists chase technology startups with dreams of hundred-fold returns. But what about the company that makes industrial fasteners in Ohio? The regional logistics firm in […]

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Digital Rent: How to “Own” the Internet Infrastructure Through Dividends

Dividends, infrastructure investing, Investment Theme, Investments

You probably think the internet is free. You open your laptop, connect to WiFi, and suddenly have access to the entire world. No toll booths. No admission fees. Just pure, democratic access to information and entertainment. Except someone owns every inch of it. Every email you send travels through cables owned by someone. Every video

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