In a newer feature at the BDC Reporter we review – with shareholders upmost in our minds – CM Finance’s preliminary Proxy and the two items that are up for a vote.
We make a correction to an article we wrote about how WhiteHorse Finance is tackling manager compensation following shareholder approval of higher statutory leverage.
The BDC Reporter de-constructs the pro and cons of TPG Specialty’s shareholder vote on higher leverage.
The BDC Reporter offers one of its Best Ideas for long term income investors with a potential double digit annual return, while highlighting the risks involved and the importance of timing the purchase right.
Second quarter earnings season is pretty much over, but is the BDC rally ? The BDC Reporter is unusually forthright on the subject.
The first week of BDC earnings season maintains the BDC rally. The BDC Reporter looks both at the sector’s short and long term prospects, while offering up all sorts of numbers you won’t find anywhere else.
Why we invested in Capitala Finance as part of our Special Situations strategy.
We mine the latest Alcentra Capital Proxy in light of the huge changes in ownership over the past year and look to the future.
Multiple reasons why we purchased under-performing MVC Capital as part of our Special Situation strategy.
BDC Fixed Income prices perk up…a little, as bond markets are roiled. Otherwise, not much happening as BDC issuers wait on the markets.
Why we invested in Goldman Sachs BDC prior to the upcoming shareholders meeting as part of our Special Situations strategy.
We provide the key reasons why we purchased Monroe Capital’s common stock multiple times back in February and March. Third in an ongoing BDC Investor series.
Third in a new series where we explain the premises underlying our investment activity.
Second in a new series where we explain the premises underlying our investment activity.
Apollo Investment has made major – and overdue changes – to its compensation arrangements, announced along with FY 2018 earnings. However, we continue to stay away from the stock for 5 reasons given.
A new feature summarizes the premise for the BDC Reporter’s investment activity.
PennantPark Floating Rate held a Conference Call to update and reassure its Israeli Baby Bond holders. Mission accomplished ?
Newtek Business Services latest dividend announcement reassures the BDC Reporter and results in an affirmation of our Dividend Outlook rating.
The BDC Reporter had a DECREASE rating on Medley Capital’s distribution since December 2017. The BDC has now cut its dividend.
S&P pushes back on Apollo Investment’s decision to leverage up. The BDC Reporter looks at the numbers to determine if shareholders will benefit from the new capital.
