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Ares Capital: II Q 2025 Performance Insights

BDCs:
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Ares Capital (ARCC) has kicked off IIQ 2025 BDC earnings season when almost everyone is at the beach - including the BDC Reporter. Nonetheless, we've reviewed the earnings press release, the 10-Q, the Investor Presentation and the conference call transcript. We won't rehash all the numbers here that are available on all the financial platforms and - often - neatly summarised by AI to boot. Instead - and going forward - we'll focus on offering insights from our research that might not be covered elsewhere. As you'll find, we have a few interesting nuggets of information drawn from the research that might surprise as might some of our conclusions as well.

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