MPV
Barings Participation InvestorsMPV
MPV
About: Barings Participation Investors is a diversified closed-ended management investment company. The Trust's investment objective is to maintain a portfolio of securities providing a current yield and an opportunity for capital gains. Its principal investments are privately placed, below-investment grade, long-term debt obligations including bank loans and mezzanine debt instruments. The company invests in various sectors such as aerospace and defense; automotive; building materials; consumer products and others.
0
Funds holding %
of 7,419 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
75% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 8
0% more funds holding
Funds holding: 37 [Q3] → 37 (+0) [Q4]
1.57% less ownership
Funds ownership: 22.54% [Q3] → 20.97% (-1.57%) [Q4]
6% less capital invested
Capital invested by funds: $40.5M [Q3] → $38M (-$2.51M) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for MPV.
Financial journalist opinion
Neutral
Seeking Alpha
1 week ago
Word Of The Week: 'Capitulation'
Concerns about "capitulation" seem more appropriate to equity than to credit investing, given the wider swings - up and down - inherent in stocks. Credit investing has more of a floor under the risk we are taking, even after you factor in the likelihood of occasional defaults. Fortunately, we have lots of data through economic cycles and market crashes of all types, to help us model credit investing outcomes.
Neutral
Business Wire
1 month ago
Barings Participation Investors Reports Preliminary Fourth Quarter 2024 Results
CHARLOTTE, N.C.--(BUSINESS WIRE)--The Board of Trustees of Barings Participation Investors (NYSE: MPV) (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, 2023 Total Amount Per Share(5) Total Amount Per Share(4) Net investment income(2) $ 5,077,391 $ 0.48 $ 3,553,378 $ 0.33 Net realized gains / (losses)(3) $ 327,98.
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
4 months ago
Barings Participation Investors Announces Quarterly Cash Dividend of $0.37 Per Share and Special Dividend of $0.10 Per Share
CHARLOTTE, N.C.--(BUSINESS WIRE)--The Board of Trustees of Barings Participation Investors (NYSE: MPV) (the “Trust”) today announced that it has declared a quarterly dividend of $0.37 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 dividen.
Neutral
Business Wire
5 months ago
Barings Participation Investors Reports Preliminary Third Quarter 2024 Results
CHARLOTTE, N.C.--(BUSINESS WIRE)--The Board of Trustees of Barings Participation Investors (NYSE: MPV) (the "Trust") met on November 14, 2024, and would like to report its preliminary financial results for the third quarter of 2024. Financial Highlights(1) Three Months Ended September 30, 2024 Three Months Ended June 30, 2024 Total Amount Per Share(5) Total Amount Per Share(4) Net investment income(2) $ 3,553,378 $ 0.33 $ 4,066,456 $ 0.38 Net realized (losses) / gains(3) $(1,505,789) $(0.14).
Neutral
Business Wire
6 months ago
Barings Participation Investors Announces Quarterly Cash Dividend of $0.37 Per Share
CHARLOTTE, N.C.--(BUSINESS WIRE)--The Board of Trustees of Barings Participation Investors (NYSE: MPV) (the "Trust") today announced that it has declared a quarterly dividend of $0.37 per share payable on November 15, 2024, to shareholders of record on November 4, 2024. The Trust will report preliminary financial results for the third quarter of 2024 on November 14, 2024. About Barings Participation Investors Barings Participation Investors is a closed-end management investment company advised.
Positive
Seeking Alpha
7 months ago
MPV: Hard To Justify A Premium On The Eve Of Interest Rate Cuts
MassMutual Participation Investors offers a 9.10% yield, primarily investing in private bonds and private securities, making it attractive for income-focused investors. The fund's recent performance has been strong, outperforming major bond indices, but it has shown lower overall returns compared to its peers over five years. MPV's unique strategy includes privately placed debt and convertible securities, but its high allocation to floating-rate assets could lead to future distribution cuts.
Positive
Seeking Alpha
8 months ago
5 Best CEFs This Month For Nearly 9% Yield (August 2024)
For income investors, closed-end funds remain an attractive investment class that covers various asset classes and promises high distributions and reasonable total returns. Closed-end funds, or CEFs, are generally characterized by higher volatility and deeper draw-downs than the broader market. For these reasons, they are not suited for everyone. In this monthly series, we highlight five CEFs with solid track records that pay high distributions and offer “excess” discounts. We try to separate the wheat from the chaff using our filtering process to select just five CEFs every month from around 500 closed-end funds.
Neutral
Business Wire
8 months ago
Barings Participation Investors Reports Preliminary Second Quarter 2024 Results and Announces Increased Quarterly Cash Dividend Of $0.37 Per Share
CHARLOTTE, N.C.--(BUSINESS WIRE)--The Board of Trustees of Barings Participation Investors (NYSE: MPV) (the "Trust") met on August 15, 2024, and would like to report its preliminary financial results for the second quarter of 2024. Financial Highlights(1) Three Months Ended June 30, 2024 Three Months Ended March 31, 2023 Total Amount Per Share(5) Total Amount Per Share(4) Net investment income(2) $ 4,066,456 $ 0.38 $ 3,803,027 $ 0.36 Net realized (losses) / gains(3) $ (580,926 ) $ (0.05 ).
Negative
Seeking Alpha
10 months ago
MPV: Moving This Credit CEF To Hold After The Large Premium Move (Rating Downgrade)
MPV: Moving This Credit CEF To Hold After The Large Premium Move (Rating Downgrade)
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