Compare · BGH vs CG
BGH vs CG
Side-by-side comparison of Barings Global Short Duration High Yield Fund (BGH) and The Carlyle Group Inc. (CG): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both BGH and CG operate in Investment Managers (Finance), so they compete in similar markets.
- CG is the larger of the two at $17.45B, about 53.7x BGH ($324.8M).
- Over the past year, BGH is down 0.4% and CG is up 23.5% - CG leads by 23.9 points.
- CG has been more active in the news (8 items in the past 4 weeks vs 1 for BGH).
- CG has more recent analyst coverage (25 ratings vs 0 for BGH).
- Company
- Barings Global Short Duration High Yield Fund
- The Carlyle Group Inc.
- Price
- $14.16-0.14%
- $48.30-1.49%
- Market cap
- $324.8M
- $17.45B
- 1M return
- +2.76%
- +2.78%
- 1Y return
- -0.42%
- +23.51%
- Industry
- Investment Managers
- Investment Managers
- Exchange
- NYSE
- NASDAQ
- IPO
- 2012
- 2012
- News (4w)
- 1
- 8
- Recent ratings
- 0
- 25
Barings Global Short Duration High Yield Fund
Babson Capital Global Short Duration High Yield Fund is a closed ended fixed income mutual fund launched and managed by Barings LLC. The fund is co-managed by Babson Capital Global Advisors Limited. It invests in fixed income markets across the globe. The fund primarily invests in global high-yield bonds, loans, and other income-producing instruments that are, at the time of purchase, rated below Baa3 by Moody's Investors Service, Inc. or below BBB- by Standard & Poor's Rating Services. It seeks to invest in securities with a weighted average portfolio duration of three years or less. The fund employs bottom-up fundamental analysis to create its portfolio. It benchmarks the performance of its portfolio against the Bank of America/Merrill Lynch Global Non-Financial High Yield Constrained Index. The fund was formerly known as Babson Capital Global Short Duration High Yield Fund. Babson Capital Global Short Duration High Yield Fund was formed on October 25, 2012 and is domiciled in the United States.
The Carlyle Group Inc.
The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity private placements, consolidations and buildups, senior debt, mezzanine and leveraged finance, and venture and growth capital financings, seed/startup, early venture, emerging growth, turnaround, mid venture, late venture, PIPES. The firm invests across four segments which include Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions. The firm typically invests in industrial, agribusiness, ecological sector, fintech, airports, parking, Plastics, Rubber, diversified natural resources, minerals, farming, aerospace, defense, automotive, consumer, retail, industrial, infrastructure, energy, power, healthcare, software, software enabled services, semiconductors, communications infrastructure, financial technology, utilities, gaming, systems and related supply chain, electronic systems, systems, oil and gas, processing facilities, power generation assets, technology, systems, real estate, financial services, transportation, business services, telecommunications, media, and logistics sectors. Within the industrial sector, the firm invests in manufacturing, building products, packaging, chemicals, metals and mining, forestry and paper products, and industrial consumables and services. In consumer and retail sectors, it invests in food and beverage, retail, restaurants, consumer products, domestic consumption, consumer services, personal care products, direct marketing, and education. Within aerospace, defense, business services, and government services sectors, it seeks to invest in defense electronics, manufacturing and services, government contracting and services, information technology, distribution companies. In telecommunication and media sectors, it invests in cable TV, directories, publishing, entertainment and content delivery services, wireless infrastructure/services, fixed line networks, satellite services, broadband and Internet, and infrastructure. Within real estate, the firm invests in office, hotel, industrial, retail, for sale residential, student housing, hospitality, multifamily residential, homebuilding and building products, and senior living sectors. The firm seeks to make investments in growing business including those with overleveraged balance sheets. The firm seeks to hold its investments for four to six years. In the healthcare sector, it invests in healthcare services, outsourcing services, companies running clinical trials for pharmaceutical companies, managed care, pharmaceuticals, pharmaceutical related services, healthcare IT, medical, products, and devices. It seeks to invest in companies based in Sub-Saharan focusing on Ghana, Kenya, Mozambique, Botswana, Nigeria, Uganda, West Africa, North Africa and South Africa focusing on Tanzania and Zambia; Asia focusing on Pakistan, India, South East Asia, Indonesia, Philippines, Vietnam, Korea, and Japan; Australia; New Zealand; Europe focusing on France, Italy, Denmark, United Kingdom, Germany, Austria, Belgium, Finland, Iceland, Ireland, Netherlands, Norway, Portugal, Spain, Benelux , Sweden, Switzerland, Hungary, Poland, and Russia; Middle East focusing on Bahrain, Jordan, Kuwait, Lebanon, Oman, Qatar, Saudi Arabia, Turkey, and UAE; North America focusing on United States which further invest in Southeastern United States, Texas, Boston, San Francisco Bay Area and Pacific Northwest; Asia Pacific; Soviet Union, Central-Eastern Europe, and Israel; Nordic region; and South America focusing on Mexico, Argentina, Brazil, Chile, and Peru. The firm seeks to invest in food, financial, and healthcare industries in Western China. In the real estate sector, the firm seeks to invest in various locations across Europe focusing on France and Central Europe, United States, Asia focusing on China, and Latin America. It typically invests between $1 million and $50 million for venture investments and between $20 million and $1 billion for buyouts in companies with enterprise value of between $31.57 million and $1000 million and sales value of $10 million and $500 million. It seeks to invest in companies with market capitalization greater than $50 million and EBITDA between $5 million to $25 million. It prefers to take a majority stake. It typically holds its investments for three to five years. Within automotive and transportation sectors, the firm seeks to hold its investments in for four to six years. While investing in Japan, it does not invest in companies with more than 1,000 employees and prefers companies' worth between $100 million and $150 million. The firm originates, structures, and acts as lead equity investor in the transactions. The Carlyle Group Inc. was founded in 1987 and is
Latest BGH
- Barings Global Short Duration High Yield Fund Announces April 2026 Monthly Distribution of $0.1223 per Share
- SEC Form N-CEN filed by Barings Global Short Duration High Yield Fund
- Barings Global Short Duration High Yield Fund Announces March 2026 Monthly Distribution of $0.1223 per Share
- SEC Form N-CSR filed by Barings Global Short Duration High Yield Fund
- Barings Global Short Duration High Yield Fund Announces February 2026 Monthly Distribution of $0.1223 per Share
- SEC Form N-2 filed by Barings Global Short Duration High Yield Fund
- Barings Global Short Duration High Yield Fund Announces January 2026 Monthly Distribution of $0.1223 per Share
- Barings Global Short Duration High Yield Fund Announces December 2025 Monthly Distribution of $0.1223 per Share
- Barings Global Short Duration High Yield Fund Announces November 2025 Monthly Distribution of $0.1223 per Share
- Barings Global Short Duration High Yield Fund Announces October 2025 Monthly Distribution of $0.1223 per Share
Latest CG
- Acentra Health Chief AI Officer Sean Harrison Named to NVTC AI50
- SEC Form DEF 14A filed by The Carlyle Group Inc.
- SEC Form DEFA14A filed by The Carlyle Group Inc.
- Carlyle Credit Income Fund Schedules Second Quarter Financial Results and Investor Conference Call
- Carlyle Secured Lending, Inc. Schedules Earnings Release and Quarterly Earnings Call to Discuss its Financial Results for the First Quarter Ended March 31, 2026
- YipitData Appoints ZoomInfo Founder and CEO Henry Schuck to Board of Directors to Support Next Phase of Growth
- Carlyle to Announce First Quarter 2026 Financial Results and Host Investor Conference Call
- Acentra Health Named to Newsweek's Greatest Workplaces for Entry Level 2026 List
- Carlyle to Acquire Majority Stake in MAI Capital Management
- Amendment: SEC Form SCHEDULE 13G/A filed by The Carlyle Group Inc.