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15 handpicked stocks

Wall Street's Private Credit Push

This carefully selected group of stocks represents companies positioned to benefit from the major shift toward private credit on Wall Street. Professional investors have identified these Business Development Companies as potential winners from JPMorgan's strategic move into alternative lending, which could drive new partnerships and increased deal flow.

Author avatar

Han Tan | Market Analyst

Published on July 15

Your Basket's Financial Footprint

Aggregate market capitalisation and constituent breakdown for the 'Wall Street's Private Credit Push' basket.

Key Takeaways for Investors:
  • Large cap dominance generally implies lower volatility, more stable returns and closer correlation with broad market performance.
  • Treat basket as a core holding for diversified portfolios, not a speculative small-cap growth play.
  • Expect steady long-term appreciation; short-term explosive gains are less likely given large-cap weight.
Total Market Cap
  • ARCC: $14.04B

  • HTGC: $3.22B

  • BXSL: $6.09B

  • Other

About This Group of Stocks

1

Our Expert Thinking

JPMorgan's launch of a dedicated private credit unit signals a major trend among financial giants. As big banks expand into this space, they're likely to partner with established Business Development Companies (BDCs) that already specialize in lending to middle-market businesses underserved by traditional financing.

2

What You Need to Know

Business Development Companies (BDCs) are specialized lenders that provide crucial growth capital to medium-sized businesses. They typically offer higher dividend yields than many stocks. As Wall Street validates private credit as a durable asset class, these companies could see enhanced deal flow and growth opportunities.

3

Why These Stocks

These companies were selected because they're well-positioned to capitalize on Wall Street's private credit expansion. Each brings unique strengths - whether it's size, specialized industry focus, or institutional backing - making them attractive partners for big banks entering this growing market.

Why You'll Want to Watch These Stocks

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Income Opportunities

BDCs typically offer higher dividend yields than traditional stocks, making them attractive for income-focused investors. As Wall Street giants validate this sector, these companies could see enhanced stability while maintaining their appealing payouts.

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Wall Street's Big Shift

You're witnessing a major transformation in how big banks approach lending. JPMorgan's move signals that private credit is becoming mainstream, potentially creating a wave of deals and partnerships that could benefit these specialized lenders.

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Growth From Big Bank Validation

As major financial institutions like JPMorgan enter private credit, they often partner with established players rather than competing directly. This could mean more capital, better financing terms, and expanded opportunities for the BDCs in this collection.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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