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Posted by
Two Blokes Jul 17 -
Filed in
Stock
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2 views
HTGC and ARCC, both top BDCs, show a current mispricing, with HTGC now undervalued relative to ARCC after a sharp premium correction. HTGC maintains superior long-term and recent NAV total returns compared to ARCC, and credit assessments show no portfolio concern. Pair trade opportunities exist: long HTGC/short ARCC if you expect HTGC's premium to recover, or long BIZD/short ARCC for sector mean reversion.
