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Author: Nicholas Marshi

BDC Common Stocks Market Recap: Week Ended June 13, 2025

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14 June 2025

BDC sector prices remain on a plateau, with investors unsure whether the future direction is up or down, much like everyone else in the markets. However, we do see a path to a decent return in 2025…

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TriplePoint Venture Growth: Outlook For Book Value And Earnings

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11 June 2025

After years in the doldrums, TriplePoint Venture Growth’s fundamentals and stock price are looking up. Is a real recovery underway?

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A BDC Fixed Income ETF Is Coming To Market

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9 June 2025

We’ve just heard that a new exchange traded fund investing the the debt of private and public BDCs fixed income debt will be coming to market this week. Here are some of the details involved and why this is a step forward for BDC investors.

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BDC Weekly News In Review: Summary

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7 June 2025

Thanks to AI we are quickly able to identify and summarize all the week’s BDC news – which we then fact check and lightly edit. There’s even a podcast to listen to.

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BDC Common Stocks Market Recap: Week Ended June 6, 2025

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7 June 2025

The major indices performed far better than the BDC sector this week – a not unusual phenomenon. However, the BDC Reporter can still envisage a scenario in which BDC investors have a very good year…After all, we are only at week 23 of 52.

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Capital Southwest: IQ 2025 Credit Review

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6 June 2025 CSWC

We deep dive into Capital Southwest’s credit performance and outlook.

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Carlyle Secured Lending: IQ 2025 Credit Summary

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3 June 2025 CGBD

The BDC Reporter assesses Carlyle Secured Lending’s credit performance and standing in the wake of its recent merger.

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Blue Owl Capital: IQ 2025 Credit Review

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2 June 2025 OBDC

We’re having a close look at Blue Owl Capital’s credit performance and outlook shortly after the BDC became the second largest player in the market.

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BDC Common Stocks Market Recap: Week Ended May 30, 2025

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31 May 2025 Multiple

The major indices bounced back this week, as did the BDC sector. There were a few exceptions amongst the BDCs, which we discuss. We also review where the sector stands after 5 months of a volatile year.

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🚨Calling All BDC Investors, Advisors & Industry Professionals! 🚨

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30 May 2025

Multiple BDCs: Record High Exposure To Troubled Portfolio Company

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30 May 2025 Multiple

A portfolio company of multiple BDCs is getting into ever deeper credit trouble and may – or may not – be a harbinger of trouble ahead.

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Ares Capital: Issues New Unsecured Debt

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28 May 2025 ARCC

Ares Capital is issuing a great deal of new unsecured debt. We assess both the impact on the BDC and on the sector at an uncertain time in the debt markets.

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BDC Common Stocks Market Recap: Week Ended May 23, 2025

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24 May 2025 Multiple

This week, new tariff threats caused the major indices to slump again but less so for the BDC sector. We discuss all that but also the increasing number of BDCs dropping in price and what the future might hold.

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Goldman Sachs BDC: IQ 2025 Credit Highlights – ANNOTATED

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23 May 2025

We’ve been digging deeply into the credit performance of Goldman Sachs BDC – whose performance of late has left something to be desired. Here is an annotated version of the BDC’s IQ 2025 conference call with a focus on credit. Another article will follow.

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Capital Southwest: Under-Performing Portfolio Company Makes An Acquisition

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22 May 2025 CSWC

An under-performing Capital Southwest portfolio company has just made a strategic acquisition. We evaluate the potential impact on the BDC.

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“Private Credit”: Is a Major Credit Crack-Up Ahead?

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22 May 2025

“Private credit” – and that includes public BDCs – is the subject of many dire warnings of late. Is leveraged lending really “too risky” and headed for a GFC-lite implosion?

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BDC Common Stocks Market Recap: Week Ended May 16, 2025

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18 May 2025

The major markets shot up this week and the BDC sector followed. Only a couple of BDCs were left behind – we discuss who and why.Also, when looking forward, we have a look at how BDC book values fared in the IQ 2025 and speculate at what comes next.

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Horizon Technology Finance: Major Changes In The C-Suite

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16 May 2025 HRZN

Horizon Technology Finance is getting a C-suite makeover. Is this just part of “succession planning” or is there more happening here than we are being told?

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Main Street Capital: Short Seller At Sohn Conference Says Dividend Cut Is Coming

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14 May 2025 MAIN

Is Main Street Capital likely to cut its dividend shortly? A short seller thinks so. We look at the numbers.

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Blackstone Secured Lending: IQ 2025 Performance

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12 May 2025 BXSL

In a IQ of 2025 quarter where many other BDCs stumbled, Blackstone Secured Lending “stuck the elanding”.

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