MCI
Barings Corporate InvestorsMCI
MCI
About: Barings Corporate Investors is a closed-end management investment company. Its investment objective is to maintain a portfolio of securities providing a current yield and an opportunity for capital gains. The Trust's principal investments are privately placed, below-investment grade, long-term debt obligations, including bank loans and mezzanine debt instruments. The Trust typically purchases these investments, which are not publicly tradable, directly from their issuers in private placement transactions, and the investments are typically made to small or middle market companies.
0
Funds holding %
of 7,398 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
38% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 13
13% more funds holding
Funds holding: 55 [Q3] → 62 (+7) [Q4]
8% more capital invested
Capital invested by funds: $55.9M [Q3] → $60.5M (+$4.61M) [Q4]
0.81% more ownership
Funds ownership: 12.94% [Q3] → 13.76% (+0.81%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for MCI.
Financial journalist opinion
Neutral
Seeking Alpha
3 weeks ago
My Income Portfolio: Financial Awareness
The essence of financial awareness is to realize that money can work for us through our investments. Understanding the value of money is the first step toward financial education, which leads to the selection of the most appropriate tools for developing that awareness. In my case, the instruments I have adopted are largely high-income vehicles, with monthly and, in some cases, quarterly distribution.
Neutral
Business Wire
1 month ago
Barings Corporate Investors Reports Preliminary Fourth Quarter 2024 Results
CHARLOTTE, N.C.--(BUSINESS WIRE)--The Board of Trustees of Barings Corporate Investors (NYSE: MCI) (the "Trust") met on February 27, 2025, and would like to report its preliminary financial results for the fourth quarter of 2024. Financial Highlights(1) Three Months Ended December 31, 2024 Three Months Ended September 30, 2024 Total Amount Per Share(5) Total Amount Per Share(4) Net investment income(2) $ 10,560,460 $ 0.52 $ 7,552,446 $ 0.37 Net realized gains / (losses)(3) $ 2,486,190.
Positive
Seeking Alpha
1 month ago
MCI At 35% Premium - A Good Opportunity To Close Some Profit
Barings Corporate Investors has seen a sharp price increase recently, leading to a 35% premium, which appears overvalued given historical averages. MCI's portfolio primarily consists of privately placed, below-investment grade long-term debt, with a small equity exposure, and low leverage and expenses. The fund's distribution yield aligns with its portfolio performance, indicating no capital depletion.
Positive
Seeking Alpha
1 month ago
My 9.5% Income Portfolio-Like Mosaic Tiles
Our investments, usually conceived and implemented gradually over time, are the pieces of a personal mosaic that form the whole of our assets. One solution for entering the financial markets can be Dollar-Cost Averaging (DCA), a form of investing a constant amount at regular intervals. However, initiating a plan to buy stocks according to the logic of DCA presupposes awareness of the fluctuations in financial markets and their psychological implications.
Neutral
Seeking Alpha
2 months ago
Closed-End Funds: Screening For Potential Opportunites To Kick Off Q1 2025
The closed-end fund space saw a significant narrowing of discounts throughout 2024 as equity markets charged higher and now discounts remain tight heading into 2025. In particular, equity CEFs have seen significantly narrowed discounts along with taxable fixed-income, though municipal bond funds look relatively attractive after widening discounts in December. We are screening for funds with the deepest discounts and widest z-scores to find potential buys and funds that may be getting a bit pricey as sell candidates.
Positive
Seeking Alpha
3 months ago
My 9.5% Income Portfolio: Better With Less, But Better
Risk is the probability of a negative event in the future. An abstract concept that is not measurable; otherwise it would not be risk. Ascertaining value is the first step in controlling risk, that is, in reducing the possibility of incurring losses that cannot be predicted in advance. My choice to invest in securities with positive NAV performance over time is a way to try to control risk.
Positive
Seeking Alpha
3 months ago
The 2024 CEF Year-End Specials
Several closed-end funds, or CEFs, have declared special year-end distributions, rewarding shareholders with holiday bonuses and meeting regulatory distribution requirements to avoid excise taxes. PIMCO Dynamic Income Strategy Fund declared a special distribution of $0.37 per share, reflecting strong capital gains and a strategic shift from its energy-focused origins. Barings Participation Investors announced a special distribution of $0.10 per share, highlighting its strong performance and commitment to high current income and capital appreciation.
Neutral
Business Wire
3 months ago
Barings Corporate Investors Announces Quarterly Cash Dividend of $0.40 Per Share and Special Dividend of $0.10 Per Share
CHARLOTTE, N.C.--(BUSINESS WIRE)--The Board of Trustees of Barings Corporate Investors (NYSE: MCI) (the “Trust”) today announced that it has declared a quarterly dividend of $0.40 per share payable on January 17, 2025, to shareholders of record on December 30, 2024. The Trust also announced a special distribution of $0.10 per share payable on January 17, 2025, to shareholders of record on December 30, 2024. Based on current projections through the end of 2024, the Trust expects both dividends w.
Positive
Seeking Alpha
4 months ago
MCI: Mixed Outlook With Interest Rate Cuts (Rating Downgrade)
I am downgrading Barings Corporate Investors to a hold due to its current premium to NAV and anticipated future interest rate cuts. MCI's portfolio, primarily composed of floating-rate debt investments, may see reduced net investment income as interest rates are cut further. Despite potential income reductions, the Fund's diverse portfolio and historically low non-accruals suggest stability; existing shareholders need not sell.
Positive
Seeking Alpha
4 months ago
My 9.5% Income Portfolio CEFs And Classic Cars
Closed-end funds are special income vehicles, with many positive aspects and just as many weaknesses that take time to be properly understood and evaluated. I discovered their existence about ten years ago, and over time, I became convinced of their worth by developing a personal method of selection based mainly on NAV performance. This is an analytical, data-driven approach which I then extended to other types of securities in my portfolio, namely ETFs and BDCs.
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