Zachary Scheidt

KKR Financial: A Specialty Finance Opportunity

you guys got me on the typo. I'm amazed there aren't more of those as I type fast and proofread faster... My apologies to Roberts

We certainly could have some issues with defaults, but other positions will turn out to be better than expected. That's why the portfolio gets marked to market.

It's too bad the positions aren't liquid enough to short. Otherwise there would be an arbitrage situation and the stock would immediately approach NAV.

Thanks for the comments guys,
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