Hardman & Co Research: RM Secured Direct Lending (RMDL): 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 premiumâ€. 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.
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