2020-2021 vintage private credit Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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15:14
Feb 01
Feb 01
Avoid 2020-2021 vintages; newer better.
Stress in private credit is concentrated in 2020-2021 vintages, where high leverage and floating-rate debt were underwritten when rates were near zero; coupons rose from about 6% to 10-11% while earnings grew only 2-3%, causing modifications and PIK. Subsequent vintages are performing very well.
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About 2020-2021 vintage private credit Investor Commentary
Across the available history and selected sources, Buzzberg tracks 2020-2021 vintage private credit across 1 sources: 0 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 0% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Raghav Khanna.