ArrowMark Financial Corp. (S9O)
XFRA 
Summary
S9O Chart
BANX: Generates A High Risk-Adjusted Return Using A Niche Security
ArrowMark Financial Corp offers unique exposure to Regulatory Capital Relief Securities, providing diversification and low correlation with traditional equity and bond markets. BANX has delivered strong risk-adjusted returns, with a 5-year compounded performance of 12.21% and a secure 8.19% yield, often boosted by special distributions. The fund's portfolio is primarily floating rate, reducing duration risk, and its NAV has shown resilience and steady growth even during banking sector turmoil.
BANX: Tariffs Could Weaken Bank Loans
BANX invests in riskier tranches of bank loans, offering high-yield income but with elevated risk, especially in uncertain markets. The portfolio remains stable and diversified, with modest leverage and no major disruptions or shocks year-to-date. Tariff-related risks now outweigh concerns about interest rates, as supply chain disruptions may increase delinquencies in BANX's unsecured holdings.
5 Closed-End Fund Buys In The Month Of May 2025
The market saw a strong continuing recovery in May from April's market drop. The rebound was enough to see the drop recover entirely that was seen in April, but the markets still remain off all-time highs seen in February. While there wasn't as much in terms of opportunity for buying as there was in April, I add to my CEF positions every month regardless.
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ArrowMark Financial Corp. Profile
| XFRA Exchange | US Country |
Overview
ArrowMark Financial Corp. operates as a closed-end balanced mutual fund, which was established on February 7, 2013, and is based in the United States. The mutual fund is launched and managed by ArrowMark Asset Management, LLC, indicating a professional and focused approach towards investment management. ArrowMark Financial Corp. has positioned itself to invest broadly in the public equity and fixed income markets on a global scale, showcasing its commitment to diversified and comprehensive investment strategies.
Products and Services
- Equity Investments
The mutual fund invests in the equity portion by focusing on stocks of companies operating primarily within the financials and banks sectors. ArrowMark Financial Corp. leans towards both growth and value stocks, indicating a flexible approach to capturing opportunities across diversified market capitalizations. This strategy is aimed at generating returns through careful selection of stocks based on their growth potential and value assessment.
- Fixed Income Investments
For its fixed income portfolio, ArrowMark Financial Corp. shifts its focus towards investments in debt and subordinated debt, structured notes, and securities, as well as regulatory capital securities. Importantly, it opts for instruments that are rated below investment grade. This choice underscores the fund’s strategy of seeking higher yields through increased risk, a common approach in the management of fixed income assets seeking to enhance portfolio returns.
Contact Information
