TSLX Updated Projections: Upcoming Realized Gains & Portfolio Activity
TSLX Update:
TSLX is my largest position, so this report is a bit longer. Please skim as there are plenty of general market/sector discussion supporting previous discussions/comments.
I'm expecting continued supplementals plus a meaningful special dividend in Q4 paid out of UTI/spillover, as management prefers "cleaning out" as it “creates a drag on earni…