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.
We edit the latest Ares Capital earnings conference call to focus only on credit issues discussed and provide our assessment of performance and outlook at a critical moment.
BDC prices rose – along with the broader markets – for a second week. We analyze where the sector now stands after two months of back and forth. We also address what may lie ahead and how the BDC sector might fare.
We analyze Oxford Square’s IQ 2025 results, with a focus on its shrinking book value. We also have a look at what we’re told about credit metrics in the loan market, searching for early signs of stress.
PennantPark Floating Rate has been negotiating with its secured lenders and come away with a lower loan limit but better pricing. We assess the impact of the news on the balance sheet and income statement.
Capital Southwest has just received its second SBIC license. We analyze what this means for the BDC’s funding needs over the years ahead.
The major indices dropped in the holiday shortened week but the BDC sector did not. We have a theory as to why that happened. We also review where we stand on a year-to-date basis and where we might be headed at a time when the stakes are worryingly high.
Another famous BDC has published preliminary IQ 2025 results. We analyze what the metrics tell us about recent performance.
Capital Southwest – which recently parted ways with its CEO – has published a few preliminary metrics regarding its IQ 2025 results. We analyze whether the BDC is performing as expected.
The main indices roared back at week’s end but for the BDC sector Week 15 of 2025 was one to forget. New depths were plumbed and there could be further to go. Or not. That’s the sort of market we’re in.
Prospect Capital acquires yet another consumer finance company. We provide what back ground information we can and analyze how this move fits into the BDC’s broader plans.
The S&P 500 didn’t fare too badly on Monday April 7, 2025 but the BDC sector took it on the chin, setting all sorts of unenviable new price levels. We survey the fast changing BDC landscape.
After an extraordinary week in the markets, we assess the damage to the BDC sector and explain why we remain bullish on the eventual outcome, whatever happens with tariffs.
In the face of fast declining BDC prices, the BDC Reporter takes a look back at what has happened before for guidance as to how to navigate this episode.
We have thoughts about what might to the BDC sector in 2025 in the wake of “Liberation Day”.
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