The BDC sector is holding up better than the major indices this week, but there are cracks beginning to show.
The BDC Reporter reviews the recommendation by two proxy advisory firms about who to favor in the upcoming vote for Medley Capital’s Board and offers its own suggestion.
The BDC Reporter updates its Dividend Outlook for the next 12 months for WhiteHorse Finance after reviewing the latest results.
With BDC earnings season ended, we’re circling back and looking at the credit performance and outlook for every BDC in turn. Here is a review of WhiteHorse Finance and the BDC Reporter’s credit outlook.
We’ve annotated an interesting article from Reuters about the BDC sector with some facts and views of our own.
We annotate Apollo Invèstment’s first quarter 2019 Conference Call transcript, with a multitude of comments.
With little happening to BDC Fixed Income, we mull over what might go wrong at Medley Capital that could be instructive for all debt holders.
Another week where the BDC sector does nothing much. We discuss two possible threats at the periphery that might end this period of calm.
We annotate THL Credit’s IQ 2019 Conference Call transcript, with analysis and commentary.
After reviewing Alcentra Capital’s earnings press release, 10–Q and Conference Call transcript, we summarize what we have learnt.
A summary of where Solar Capital stands after reviewing first quarter 2019 results.
The BDC Fixed Income market reaches a new notable level. However, the market faces a historic default for the first time…
The BDC common stock sector takes a step backwards after a busy week.
We summarize the key points from FS KKR’s IQ 2019 Conference Call and offer our view on the way forward.
The BDC Reporter takes a hard look at OFS Capital’s portfolio from a credit perspective, and changes its outlook.
The BDC Reporter reviews BlackRock Capital’s IQ 2019 results and highlights key items.
BDC Fixed Income reaches a notable milestone. Plus, we discuss a bifurcated debt issuance market.
BDC common stocks are up for a second week after a May Day stutter. The rally grinds on, but is there enough investor enthusiasm to keep going ?
Here are some of the latest developments amongst under-performing BDC companies since our last report filed April 22, 2019
Highlights from the Ares Capital IQ 2019 Conference Call.