Ares Capital: Double-Digit Yield From A Gold Standard BDC
Ares Capital is the largest investment-grade BDC, offering a 10% yield and a robust dividend buffer via $1.38 per share spillover income. ARCC's portfolio remains high-quality and diversified, with software exposure well-monitored; there is only 1 non-accrual in the sector and minimal AI disruption risk. At $18.67, the company trades at a 4.7% discount to NAV and 8.5x NII, near fair value but attractive for income-focused investors.
The Unusual BDC Thriving While Private Credit Fears Spread Across the Sector
SLR Investment (NASDAQ:SLRC) sits in an unusual spot for a business development company in 2026.
BDC Weekly Review: Blackstone To Restructure Medallia Loan
We take a look at the action in business development companies through the fourth week of April and highlight some of the key themes we are watching. BDCs underperformed this week, with BXSL notably impacted by a Medallia loan markdown. Software sector revenue growth remains strong at 18% year-on-year, supporting private credit despite market concerns about AI-driven slowdowns.
Belden Inc. (BDC) Q1 2026 Earnings Call Transcript
Belden Inc. (BDC) Q1 2026 Earnings Call Transcript
Forget private credit – earn yields of ~10% with this BDC ETF
One of the first things investors notice about BIZD is the headline expense ratio of 12.86%.
My 3 Biggest Mistakes In BDC Investing
BDCs have become my area of expertise. While my BDC investment journey has so far been successful, there have been several painful mistakes in the process. In this article, I share my 3 biggest mistakes that have clearly improved my overall BDC investment game.
Barings BDC: Attractive Discount On A Proven Quality Portfolio
Barings BDC, Inc. (BBDC) trades at a nearly 20% discount to NAV, offering an attractive entry point versus peers and bonds. BBDC's portfolio is highly diversified across 333 issuers, with only 0.2% non-accrual loans and investment-grade credit ratings (Fitch BBB-, Moody's Baa3). The discount-adjusted expected ROE for BBDC common stock is approximately 11.37%, materially higher than both BBDC's OTC bond and average OTC bond alternatives.
BDC Dividend Collapse Signals What's Coming for Income Investors
Monroe Capital Corp (NASDAQ:MRCC) no longer exists as a standalone public company.
Up 19% With an 11% Yield, This Industrial BDC Is a Hidden Gem
Private credit is in the middle of its first real stress test. Redemption gates at Ares and Apollo, Morgan Stanley warning of default rates surging to 8%, and AI disruption fears hammering software-heavy BDC portfolios have put the entire sector under a cloud.
Investment Grade BDC Offers High Yield Despite Rate Headwinds
SLR Investment Corp. (NASDAQ:SLRC) offers a dividend yield of roughly 10.8% at current prices.
Dare I Say It, My Top BDCs Are The Most Shorted Ones And Here's My Take
I have gathered 20 BDC short interest statistics. What I found out surprised me - i.e., my top (quality) BDC picks are among the most shorted ones. In the article I've unpacked this situation and explained the potential drivers from the short sellers' perspective.
Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick)
BDCs have fallen out of favor. Given the elevated risks (at least as suggested by headlines), most durable income investors consider only top-quality BDC picks. While this coincides with my philosophy, the issue is that the return potential is automatically lower here.
