In the first of a two part article, we discuss the secrets of Golub Capital’s success since going public in 2010. There are object lessons there both for investors and for its BDC peers. In Part II, though, we will suggest what might go wrong in the future for this now very expensive BDC which reached its all time high just a few days ago.
We review BlackRock Capital’s 2017 Proxy and the two issues being put to a shareholder vote.
Medallion Financial’s stock price is up. We offer a possible reason from the BDC’s filings.
Troubled OHA Investment hits new low.
We rejig an earlier post about THL Credit and update what’s happening to its stock price.
Highlights and analysis from Alcentra Capital’s latest 10-K.
BDC common stocks come roaring back, with Baby Bonds following some way behind in Week 11 of our market recap.
The BDC Reporter delves into the portfolio of OHA Investment.
Week 10 was a roller coaster for BDC common stocks and Baby Bonds. Plus, we ask the loaded question: Is this the end of BDC Baby Bonds ?
The BDC Reporter noted the first chill in the BDC market on March 8, 2017. Prescient or false alarm ?
Medallion Financial was up. Now it’s down. Waiting game ?
We predict that Monroe Capital will be raising new equity capital before lomng.
The BDC Reporter digs into FS Investment’s book value and earnings trends.
Week 9 of the BDC Reporter’s look back for BDC common stocks and baby bonds. Stocks take a cigarette break. Baby Bonds surprise.
LIBOR interest rates are on the move up, and BDC investors are expecting a big pay-off. The BDC Reporter warns that’s unlikely to happen and explains why.
The BDC Reporter reviews the multiple conflicts of interest Goldman Sachs BDC’s Investment Advisor.
Technologist Ian Foley describes how Business Development Companies and other lenders can use machine learning.
First in a series reviewing key issues in Triangle Capital’s recently published annual filing. We begin with an analysis of TCAP’s credit performance…
We review how BDC common stocks and Baby Bonds fared in Week 8 of 2017.
We use Solar Capital’s stock price as a canary in the coal mine indicator for the direction of the BDC sector rally.