Thanks
Jeff
These are entirely different investments. AD.UN are trust unit shares so it passes on income directly to shareholders and will pay out a high amount of cash flows. AD.UN is a PE firm specializing in management buyouts, growth capital, lower & middle market, later stage, industry consolidation, and mature investments. It offers royalty capital directly to private companies in exchange for a high rate of return and some equity incentives. GSY is in the consumer finance space offering non-prime leasing and lending services directly to the consumer. We do not see any overlap between the two. We think GSY offers nice growth potential while is also supported through a 2.6% yield providing income as well. We are fine owning both in an income portfolio.