In a “feel good” story to begin the week Golub Capital completes the acquisition of a sister, non-traded, BDC and announces benefits in the form of a book value increase, higher distributions and more.
Golub Capital follows Main Street in disclosing preliminary results for the IQ 2024. We compare the metrics against the prior quarter and expectations.
A portfolio company of Ares Capital – and 3 other BDCs – has filed for bankruptcy. We review the likely impact of this credit setback.
We are writing credit summaries for every BDC that has reported IVQ 2023 results. These summaries accompany one of the BDC Reporter’s top SubScriber Tools: the BDC Credit Table. We have just completed a credit update for Barings BDC. That’s 12 completed.
Three BDCs reached new 52-week highs on Monday January 23, 2024. We analyze the phenomenon; review each BDC’s valuation metrics and consider the implications for BDC investors.
A new incentive fee and preliminary IVQ 2023 results: there’s a lot to unpack from Golub Capital’s latest press release.
Golub Capital follows Main Capital in posting select preliminary results for the IIIQ 2023. The numbers suggest an encouraging performance.
We de-construct as best we can a quarterly press release from Golub Capital about its recent activity.
Golub Capital continues a long standing tradition of disclosing its recent level of net investment activity. We use the opportunity to analyze what this might mean for the BDC, and the BDC sector more generally.
No great surprises from Golub Capital’s IIIQ 2022 conference call, but confirmation that earnings and distributions are headed higher to record levels.
We annotate Golub Capital BDC’s IIQ 2022 earnings conference call. The results for the period were stable and in-line with the sector. The next few quarters, though, could be very different…
We review Golub Capital’s regular quarterly update of investment activity for hints about broader BDC trends and what the implications might be for GBDC itself.
Inflation/interest rate worries caused all the major indices to pull back. This included the BDC sector, but only modestly. Two players published their results. Plus, we remind readers of the wealth of data on offer for those who like to do their homework where BDCs are concerned.
BDC sector prices break out to a new 52 week high as a rally gains steam. Plus, two BDCs announce distributions and two others divulge new investments and a troubled company gets acquired.
Both the major indices and the BDC sector disappointed on Monday. However, there was plenty of news including two BDCs reporting activity levels, a closed half billion dollar unsecured note offering and two credit updates.
