Email us with questions or comments: [email protected]           α

BDC Daily Update: Tuesday February 8, 2022

Premium Free Activist News Debt Investor Dividend Best Ideas

All the indices were in the black and were joined by the BDC sector, which continues to trade towards a record level. Two very different BDCs reported results and a conference call was held. All in all, BDC earnings season grinds on with very little in the way of unpleasant surprises.

Read More

BDC Daily Update: Tuesday January 25, 2022

Premium Free Activist News Debt Investor Dividend Best Ideas

For a second day, the markets were all over the place but the BDC sector moved up in price. We discuss how BDCs have performed so far in this mini-crisis. Otherwise, we learn more about a new portfolio company at Horizon Capital and a troubled borrower causing worries for two public BDCs.

Read More

BDC Daily Update: Monday December 6, 2021

Premium Free Activist News Debt Investor Dividend Best Ideas

The markets – including the BDC sector – stopped worrying about omicron – at least for a day. Prices jumped. In the news, a mid-sized BDC raised new capital for the third time in weeks and a large cap BDC continued to double down on real estate investing.

Read More

BDC Market Update: Monday August 23, 2021

Premium Free Activist News Debt Investor Dividend Best Ideas

All major indices – and the BDC sector – moved up in price on Monday. Some records were broken. There was news about an expected reverse stock issuance for a small BDC and lowered financing costs at a major player. We also synthesize several studies to discuss the outlook for leveraged lending, partly leaning on data in the BDC Credit Table.

Read More