Capital Southwest has shared a few key calendar IIQ 2023 metrics three weeks ahead of reporting its final results. We seek to determine if the BDC remains on track with expectations for earnings and distributions.
Capital Southwest has just issued and priced a publicly-traded Baby Bond. We analyze both what this means for this fast-growing and popular BDC and for the BDC fixed income market as a whole.
We are using the announcement of a new Gladstone Investment transaction to delve into the different strategic approaches being employed by BDCs in the lower middle market, and how that’s paid off for shareholders over the long term.
We begin a series updating the BDC Credit Table as IVQ 2022 data rolls in as part of BDC earnings season. First BDCs to report: Saratoga investment and Capital Southwest.
Capital Southwest’s IIIQ 2022 earnings conference call makes interesting reading about future earnings, distributions and credit.
Yet another BDC raises its regular distribution. This time it’s Capital Southwest. We discuss the background to this second increase in so many quarters and what might happen next to the BDC’s payout.
The BDC Reporter – after many hours at the grindstone – has completed a credit review of investor favorite Capital Southwest. We come away a little surprised at what we found.
We re-publish an article from the BDC Credit Reporter about the sorry state of a BDC portfolio company held by half a dozen players.
We annotate the recent Capital Southwest Corporation conference call and find many subjects to discuss, including the promising look for earnings and dividends.
Capital Southwest reports its IQ 2022 and fiscal full year results, closing out BDC earnings season. With a potential recession on everyone’s mind, the BDC’s performance was encouraging.
Capital Southwest announces a regular and a special distribution for the second quarter and provides an opportunity for the BDC Reporter to discuss the complexities of estimating BDC distributions.
We use the example of BDC portfolio company California Pizza Kitchen to discuss the broader subject of restructured investments and the challenge posed to investors by the uncertainty and time frames involved.
We undertake a deep dive into Capital Southwest’s investment portfolio, with a focus both on the underperformers and the upside opportunities to realistically assess what net book value will look like over time.
We review Capital Southwest’s credit status following the publication of its IOVQ 2021 results and seek to determine the outlook for NAV.
An up day for the major indices, flat for the BDC sector. Plenty of news including an earnings release; a dividend and some big equity gains getting harvested.
