Blue Owl Capital: IQ 2025 Credit Review
Premium Free Activist News Debt Investor Dividend Best IdeasWe’re having a close look at Blue Owl Capital’s credit performance and outlook shortly after the BDC became the second largest player in the market.
We’re having a close look at Blue Owl Capital’s credit performance and outlook shortly after the BDC became the second largest player in the market.
The BDC Reporter assesses Carlyle Secured Lending’s credit performance and standing in the wake of its recent merger.
The major indices bounced back this week, as did the BDC sector. There were a few exceptions amongst the BDCs, which we discuss. We also review where the sector stands after 5 months of a volatile year.
A portfolio company of multiple BDCs is getting into ever deeper credit trouble and may – or may not – be a harbinger of trouble ahead.
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“Private credit” – and that includes public BDCs – is the subject of many dire warnings of late. Is leveraged lending really “too risky” and headed for a GFC-lite implosion?
The major markets shot up this week and the BDC sector followed. Only a couple of BDCs were left behind – we discuss who and why.Also, when looking forward, we have a look at how BDC book values fared in the IQ 2025 and speculate at what comes next.
Horizon Technology Finance is getting a C-suite makeover. Is this just part of “succession planning” or is there more happening here than we are being told?
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In a IQ of 2025 quarter where many other BDCs stumbled, Blackstone Secured Lending “stuck the elanding”.
There was a lot more going on to BDC prices than the (0.2%) weekly decline in the sector’s price might suggest. Unfortunately, most of the developments are on the bleak side.
We summarize New Mountain’s latest conference call and re-visit why the BDC has lost its popularity with investors and what management is doing to revive its popularity.
OFS Capital’s IQ 2025 financial and credit performance was weak from most perspectives.
The major indices had a very good week but the BDC sector less so. Is the widening gulf between returns in the main markets and the BDC sector a portent of more to come?
We’ve been “playing” with AI to see if the technology can help us and our readers. Here are the results of a real-life experiment with Sixth Street Specialty’s results.
Horizon Technology Finance has seen its stock drop sharply. We review in detail the reason why and what might happen next to the troubled venture-debt BDC.
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