Yield Hunting

Yield Hunting

Share this post

Yield Hunting
Yield Hunting
PIMCO Update | May 2025 | Valuations Remain Compelling, NAVs Resilient
Copy link
Facebook
Email
Notes
More

PIMCO Update | May 2025 | Valuations Remain Compelling, NAVs Resilient

My largest positions (in order): PTY, PCN, PDI, PHK

Yield Hunting's avatar
Yield Hunting
May 07, 2025
∙ Paid

Share this post

Yield Hunting
Yield Hunting
PIMCO Update | May 2025 | Valuations Remain Compelling, NAVs Resilient
Copy link
Facebook
Email
Notes
More
1
Share

The PIMCO CEFs continue to shine and we are currently over-allocated given the opportunity that presented itself last month. We will delve into the funds and how they are allocated, an update on leverage which appears to have been timed perfectly by the firm, as well as valuations.

Quick Coverage Update

Keep reading with a 7-day free trial

Subscribe to Yield Hunting to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Yield Hunting
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More