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BGH
STRONG SELLREMOVEBarings Global Short Duration High Yield Fund · Financial Services · United States · $283M · Avg Vol: $1M/d
Barings Global Short Duration High Yield Fund is a closed-end debt fund. It does not fit our equity mandate of identifying high-moat compounders with asymmetric macro tailwinds.
COMPANY DESCRIPTION
Barings Global Short Duration High Yield Fund is a closed-end management investment company that targets high current income by investing in global high-yield bonds and senior secured loans. The fund utilizes a short-duration strategy to mitigate interest rate risk while capturing attractive credit spreads in the sub-investment grade market. It leverages Barings' extensive global credit research platform to conduct rigorous bottom-up credit analysis and manage default risk.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | -45.6M | 49.8M | 44.1M | 22.0M | -33.5% |
| EPS | 2.47 | -2.35 | 2.37 | 2.10 | — | -5.3% |
| Shares | — | 20.1M | 20.1M | 20.1M | 20.1M | +0.1% |
| Debt | — | 108.5M | 109.5M | 144.5M | 137.5M | 8.2% |
| Equity | — | 286.0M | 305.0M | 316.9M | 303.0M | 1.9% |
| Op CF | — | 48.1M | 35.3M | -6.7M | 37.5M | -7.9% |
| Inv CF | — | — | — | — | — | — |
| Fin CF | — | -49.4M | -27.8M | 5.2M | -41.0M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of BGH are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| BGH | Barings Global Short Duration High Yield Fund(you) | $283M | 5 | STRONG SELL |
| DBL | DoubleLine Opportunistic Credit Fund | $284M | 7 | STRONG SELL |
| CPZ | Calamos Long/Short Equity & Dynamic Income Term Trust | $254M | 4 | STRONG SELL |
| ARDC | Ares Dynamic Credit Allocation Fund, Inc. | $306M | 8 | STRONG SELL |
| FAIR.L | Fair Oaks Income Limited | $317M | 3 | STRONG SELL |
| SIGC.L | Sherborne Investors (Guernsey) C Limited | $282M | 1 | STRONG SELL |
| NPCT | Nuveen Core Plus Impact Fund | $290M | 12 | STRONG SELL |
| EOT | Eaton Vance National Municipal Opportunities Trust | $268M | 12 | STRONG SELL |
| HGLB | Highland Global Allocation Fund | $191M | 2 | STRONG SELL |
| RLTY | Cohen & Steers Real Estate Opportunities & Income Fund | $265M | 17 | STRONG SELL |
Peer medians: ROE 10.8% · P/E 13.6x · Gross margin 0.0%