The BDC market's days of outperformance are likely over, with high yields but limited price and dividend growth expected going forward. Despite sector headwinds like lower base rates and falling cr...

BDCs have been facing an increasingly unfavorable environment recently. However, Jerome Powell just gave a big gift to BDC investors. We discuss what this gift is and how it is impacting our view o...

Ares Capital remains the most conservatively managed BDC, with strong liquidity, low leverage, and a robust dividend track record. Despite solid fundamentals and portfolio growth, I maintain a 'hol...

We take a look at the action in business development companies through the third week of June and highlight some of the key themes we are watching. The BDC sector remains range-bound, with high-pre...

BDCs are high-yield assets that can come in handy for income investors. Yet, attractive yields tend to be there for a reason. In the article, I share my key lessons learned from my relatively succe...

I favor BDCs and REITs for their attractive yields and solid fundamentals, making them key components of my income-focused portfolio. Yet, the current market conditions are unfavorable for both BDC...

NewtekOne's bad decision to abandon the BDC model has really come to bite. Earnings are now lower than in 2021 despite far higher leverage. We bought despite the challenges and tell you why.

TSLX is one of the best BDCs in the game. It has delivered excellent results in Q1, 2025, while most other peers have been struggling. Yet, TSLX investment case is not as straightforward.

Barings BDC's dividend appears safe for the near-term, but declining financials and economic uncertainty warrant caution for income investors. Recent earnings showed net investment income fell belo...

BDCs are high-risk assets. It means that buy and hold forever strategy might be suboptimal. Yet, there are exceptions.

We take a look at the action in business development companies through the fourth week of May and highlight some of the key themes we are watching. BDC sector pulled back 2% this week, but remains ...

There are only 2 ETF options to invest in the BDC segment, and BIZD is one of them. Even though it is the largest and most liquid alternative, it has some notable drawbacks. In this article, I elab...

Barings BDC is a well-established vehicle with one of the longest track records in the sector. The portfolio quality is solid, and certainly better than what could be implied from the 20% discount ...

Goldman Sachs BDC delivered weaker-than-expected Q1'25 net investment income amid a shrinking portfolio and persistent non-accrual issues. The BDC's non-accrual percentage improved to 1.9% Q/Q and ...

FDUS offers a strong 11.2% dividend yield with solid coverage, making it attractive for income-focused investors seeking reliable distributions. The portfolio is well-diversified, primarily in secu...