Larry Berman CFA, CMT, CTAVanEck BDC Income ETFBIZDBUYMar 23, 2026
Likes it a lot here for income seekers. Lots of commentary and disruption in the private credit space. A way to buy a basket of some of the best credit players. Yes, there are a lot of bad loans out there. But a lot of these companies are trading at 15-30% discount to NAV.
Likes this one. Holdings are similar to VPC, but has done better over last 5 years. Yield is still very attractive at an average of 10+%, and share price has remained relatively constant.
Likes it a lot here for income seekers. Lots of commentary and disruption in the private credit space. A way to buy a basket of some of the best credit players. Yes, there are a lot of bad loans out there. But a lot of these companies are trading at 15-30% discount to NAV.