Sublime

HOW PRIVATE EQUITY FIRMS ANALYZE DEALS: Most important metrics: 1. Stabilized yield: Since we focus on value add, the entry cap doesn’t matter, as long as we can service our debt Stabilized yield matters since it shows the intrinsic... See more

One of our favorite CEF managers is Scott Page. He’s been with Eaton Vance, one of the oldest investment management firms in the US, since 1989. He has conducted the Eaton Vance Floating-Rate Income Trust (EFT, not to be confused with ETF, an exchange-traded fund) brilliantly since inception—through rising and falling rate cycles, through rising

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