BDC Weekly Review: Two BDC Performance Headwinds
We take a look at the action in business development companies through the third week of November and highlight some of the key themes we are watching. BDCs posted a strong 2% return this week as m...
Blue Owl Capital: A Magnificent 10% BDC Yield
Blue Owl Capital is a well-run BDC with strong dividend coverage, a solid balance sheet, and potential for growth. The recent acquisition of Blue Owl Capital Corporation III enhances its focus on f...
Barings BDC: Solid Hold For Existing Shareholders
Barings BDC focuses on sponsor-backed investments in middle market businesses with EBITDA ranging from $15m to $75m, ensuring a diversified portfolio. BBDC's $2.4B portfolio is predominantly in sec...
Golub Capital BDC: A Good Quarter But Watch Portfolio Quality
Golub Capital BDC delivered a 2.4% total NAV return over the quarter, trades at an 11.6% total dividend yield, and has a well-diversified loan portfolio. The company's adjusted net investment incom...
Ares Capital: BDC Market Leader That You Shouldn't Miss Buying
Ares Capital stock has continued to outperform its BDC peers, underscoring its market leadership. ARCC's solid core EPS payout ratio and low non-accrual rates assure dividend sustainability and rob...
BDC Weekly Review: Key Q3 Earnings Trends
We take a look at the action in business development companies through the second week of November and highlight some of the key themes we are watching. BDCs were flat this week in aggregate, outpe...
Ares Capital Vs. Barings BDC: Only One Of These Big Dividends Is A Buy
Ares Capital and Barings BDC are two decent quality names, which put a heavy emphasize on investments outside the safest loan category. In the article I assess both BDCs comparing them side by side...
Main Street Capital: A Great BDC That's Not A Buy Right Now
Main Street Capital is a top-performing BDC with strong financials, portfolio diversification, and consistent dividend coverage, outperforming peers and major indices since its IPO. Despite a high ...
10% Yields, Blue Chip BDC: Blue Owl Capital
Stop selling your assets to retire, let your assets pay you instead! Flip the script on the classic retirement formula and find more success than before. BDCs provide essential liquidity to the U.S...
Barings BDC: Quality 10%+ Yield And P/NAV Of 0.87x Make It A Buy
I have been quite hesitant ongoing long BBDC since December 2023. Now, looking at the recent financials and significant discount, things have changed. Even though there are risks in the system, the...
BDC Weekly Review: Tax-Loss Season Is Approaching
We take a look at the action in business development companies through the second week of November and highlight some of the key themes we are watching. BDCs saw a 2% aggregate return on the week; ...
Golub Capital BDC: High-Quality 11% Yield
Golub Capital BDC offers a solid track record, high asset quality, and good management, yielding over 11% with an undemanding valuation, making it attractive for income investors. The company focus...
Kayne Anderson BDC, Inc. Announces September 30, 2024 Financial Results and Declares Fourth Quarter 2024 Dividend of $0.40 Per Share
CHICAGO--(BUSINESS WIRE)--Kayne Anderson BDC, Inc. (NYSE: KBDC) (“KBDC or the Company”), a business development company externally managed by its investment adviser, KA Credit Advisors, LLC, today ...
Goldman Sachs BDC: Is This 14% BDC Yield Risky?
Goldman Sachs BDC offers a high 14% yield and trades at a 4% discount to NAV, making it an attractive buy. The BDC's dividend is well-covered by net investment income, with a 78% payout ratio in 3Q...
Gladstone Investment: High And Reliable Monthly Income BDC With Strong Fundamentals
Gladstone Investment has been one of my favorite monthly income plays in the BDC sector since late 2023. While the returns have been slightly below sector average, the base dividend has become even...
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