BDC Sector Weekly Update: Finally Pulling Back
Subscriber Update
We are finally seeing some better entry points and pre-markets are currently lower by 1%.
ARCC reports results tomorrow.
Last week, FDUS and BXSL outperformed, FSK, GSBD, HTGC, ORCC underperformed down ~3%.
I am now expecting 125 bps of increases this quarter easily pushing through most investment floors, which is excellent news for most B…