Hardman & Co Research: Manager presentation at the Hardman & Co Investor Forum

At the Hardman & Co Investor Forum presentation, RMDL summarised the investment opportunity as "RM Secured Direct Lending offers access to a diverse portfolio of secured loans with good collateral - overall the portfolio is high income due to the ability of the manager to capture the complexity premium". It offers investors i) a high dividend yield (ca.9%), ii) a proven record in downside risk management, and iii) a non-correlated share price. Its monthly NAV has been very stable, driven by predictable net interest income. We examined these themes and how RMDL assesses, monitors and collects credit in our initiation report.

Please click on the link below for the full report:

If you are interested in meeting the company, you can register your interest by clicking on the above link

Hardman & Co Research can still be accessed for free after MiFID II. Please to read the statement.

About Hardman & Co: For the past 25 years Hardman has been producing specialist research designed to improve investors' understanding of companies, sectors, industries and investment securities. Our analysts are highly experienced in their sectors, and have often been highly rated by professional investors for their knowledge.  Our focus is to raise companies' profiles across the UK and abroad with outstanding research, investor engagement programmes and advisory services. Some of our notes have been commissioned by the company which is the subject of the note; this is clearly stated in the disclaimer where this is the case.

Hardman Research Ltd, trading as Hardman & Co, is an appointed representative of Capital Markets Strategy Ltd and is authorised and regulated by the Financial Conduct Authority; our FCA registration number is 600843. Hardman Research Ltd is registered at Companies House with number 8256259.

Our research is provided for the use of the professional investment community, market counterparties and sophisticated and high net worth investors as defined in the rules of the regulatory bodies.  It is not intended to be made available to unsophisticated retail investors. Anyone who is unsure of their categorisation should consult their professional advisors. This research is neither an offer, nor a solicitation, to buy or sell any security. Please read the note for the full disclaimer.