Clark Street Value

Showing posts with label Carlyle Credit Income. Show all posts
Showing posts with label Carlyle Credit Income. Show all posts
Thursday, March 12, 2026

Thoughts on Private Credit (OWL, MLCI), BDCs (OTF) and CLO CEFs (CCIF)

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I typically stay away from truly controversial stocks, but the current hysteria around all things private credit and software is going a bit...
30 comments:
Tuesday, July 11, 2023

Vertical Capital Income: NAV Slashed Ahead of Carlyle Closing

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Another day with egg on my face.  Today, Vertical Capital Income (VCIP) announced that ahead of their pending closing with Carlyle, the fund...
8 comments:
Tuesday, January 17, 2023

Vertical Capital Income: Carlyle Deal, Transitioning to CLO Equity Fund

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Last week, Vertical Capital Income Fund (VCIF) ($98MM market cap) announced a proposed manager and strategy change , if approved, Carlyle Gr...
36 comments:
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