Ratings by Wells Fargo (Finian O'Shea)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/5/2026 | TriplePoint Venture Growth | TPVG | Maintain | Underweight (Underweight) |
|
Details | ||
| 3/3/2026 | Solar Capital | SLRC | Maintain | Underweight (Underweight) |
|
Details | ||
| 3/3/2026 | Bain Capital Specialty Finance | BCSF | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 3/2/2026 | MidCap Financial Investment Corp | MFIC | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 3/2/2026 | Goldman Sachs BDC, Inc. | GSBD | Maintain | Underweight (Underweight) |
|
Details | ||
| 3/2/2026 | TCP Capital | TCPC | Maintain | Underweight (Underweight) |
|
Details | ||
| 2/27/2026 | Crescent BDC | CCAP | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 2/27/2026 | Carlyle Secured Lending Inc | CGBD | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/26/2026 | New Mountain Finance | NMFC | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 2/23/2026 | Barings BDC Inc. | BBDC | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/20/2026 | Blue Owl Technology Finance Corp. | OTF | Maintain | Overweight (N/A) |
|
Details | ||
| 2/17/2026 | Sixth Street Specialty Lending | TSLX | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/13/2026 | Hercules Capital Inc | HTGC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2026 | Golub Capital BDC | GBDC | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/5/2026 | Oaktree Specialty Lending Corp | OCSL | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 2/5/2026 | Ares Capital | ARCC | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/7/2026 | Alumis Inc | ALMS | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/7/2026 | Bain Capital Specialty Finance | BCSF | Downgrade | Equal Weight (Overweight) |
14.02 (12.66) |
-9.7% | Details | |
| 1/7/2026 | MidCap Financial Investment Corp | MFIC | Downgrade | Equal Weight (Overweight) |
11.58 (10.40) |
-10.19% | Details | |
| 11/14/2025 | Crescent BDC | CCAP | Maintain | Equal Weight (N/A) |
|
Details | ||
| 11/12/2025 | Bain Capital Specialty Finance | BCSF | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/10/2025 | Goldman Sachs BDC, Inc. | GSBD | Maintain | Underweight (Underweight) |
|
Details | ||
| 11/10/2025 | TCP Capital | TCPC | Maintain | Underweight (Underweight) |
|
Details | ||
| 11/10/2025 | Barings BDC Inc. | BBDC | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/6/2025 | Sixth Street Specialty Lending | TSLX | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/6/2025 | Carlyle Secured Lending Inc | CGBD | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/31/2025 | Hercules Capital Inc | HTGC | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/29/2025 | Ares Capital | ARCC | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/6/2025 | Blue Owl Technology Finance Corp. | OTF | Upgrade | Overweight (Equal Weight) |
14.30 (11.82) |
-17.34% | Details | |
| 8/28/2025 | Prospect Capital Corporation | PSEC | Maintain | Underweight (Underweight) |
|
Details | ||
| 8/12/2025 | Trinity Capital Inc. | TRIN | Maintain | Underweight (Underweight) |
|
Details | ||
| 8/12/2025 | Solar Capital | SLRC | Maintain | Underweight (Underweight) |
|
Details | ||
| 8/12/2025 | CION Investment Corp. | CION | Maintain | Underweight (Underweight) |
|
Details | ||
| 8/12/2025 | TCP Capital | TCPC | Maintain | Underweight (Underweight) |
|
Details | ||
| 8/11/2025 | Runway Grouwth Finance Corp. | RWAY | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 8/11/2025 | Barings BDC Inc. | BBDC | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/1/2025 | Sixth Street Specialty Lending | TSLX | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/30/2025 | Ares Capital | ARCC | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/25/2025 | Carlyle Secured Lending Inc | CGBD | Upgrade | Overweight (Equal Weight) |
13.96 (11.02) |
-21.06% | Details | |
| 6/27/2025 | Ares Capital | ARCC | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/13/2025 | Blue Owl Technology Finance Corp. | OTF | New Coverage | Equal Weight (N/A) |
0.00 (11.82) |
0% | Details | |
| 5/28/2025 | Runway Grouwth Finance Corp. | RWAY | Downgrade | Equal Weight (Overweight) |
9.83 (7.88) |
-19.84% | Details | |
| 5/28/2025 | Barings BDC Inc. | BBDC | Upgrade | Overweight (Equal Weight) |
9.24 (8.23) |
-10.93% | Details | |
| 5/16/2025 | Crescent BDC | CCAP | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 5/12/2025 | Prospect Capital Corporation | PSEC | Maintain | Underweight (Underweight) |
|
Details | ||
| 5/12/2025 | Barings BDC Inc. | BBDC | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 5/9/2025 | Blue Owl Capital Corp. | OBDC | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 5/8/2025 | Carlyle Secured Lending Inc | CGBD | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 5/2/2025 | Sixth Street Specialty Lending | TSLX | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/2/2025 | Oaktree Specialty Lending Corp | OCSL | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 4/30/2025 | Ares Capital | ARCC | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/17/2025 | Blue Owl Capital Corp. | OBDC | Upgrade | Equal Weight (Underweight) |
14.40 (11.47) |
-20.35% | Details | |
| 3/17/2025 | TriplePoint Venture Growth | TPVG | Downgrade | Underweight (Equal Weight) |
7.38 (5.27) |
-28.59% | Details | |
| 3/17/2025 | CION Investment Corp. | CION | Downgrade | Underweight (Equal Weight) |
11.37 (7.95) |
-30.08% | Details | |
| 3/3/2025 | Bain Capital Specialty Finance | BCSF | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 2/28/2025 | Trinity Capital Inc. | TRIN | Maintain | Underweight (Underweight) |
|
Details | ||
| 2/28/2025 | TCP Capital | TCPC | Maintain | Underweight (Underweight) |
|
Details | ||
| 2/27/2025 | MidCap Financial Investment Corp | MFIC | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/21/2025 | Crescent BDC | CCAP | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 2/6/2025 | Ares Capital | ARCC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2025 | Oaktree Specialty Lending Corp | OCSL | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/29/2025 | TPG Specialty Lending | TSLX | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/29/2025 | Runway Grouwth Finance Corp. | RWAY | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/29/2025 | MidCap Financial Investment Corp | MFIC | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/29/2025 | Crescent BDC | CCAP | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 1/29/2025 | TCG BDC, Inc. | CGBD | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 1/29/2025 | Bain Capital Specialty Finance | BCSF | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/29/2025 | Ares Capital | ARCC | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/12/2024 | Ares Capital | ARCC | Upgrade | Overweight (Equal Weight) |
22.12 (18.74) |
-15.28% | Details | |
| 12/2/2024 | Runway Grouwth Finance Corp. | RWAY | Upgrade | Overweight (Equal Weight) |
10.41 (7.88) |
-24.3% | Details | |
| 12/2/2024 | Ares Capital | ARCC | Upgrade | Overweight (Equal Weight) |
22.15 (18.74) |
-15.4% | Details | |
| 12/2/2024 | Trinity Capital Inc. | TRIN | Downgrade | Underweight (Equal Weight) |
14.67 (14.91) |
1.64% | Details | |
| 11/19/2024 | TriplePoint Venture Growth | TPVG | Maintain | Equal Weight (N/A) |
|
Details | ||
| 11/12/2024 | Solar Capital | SLRC | Maintain | Underweight (N/A) |
|
Details | ||
| 11/11/2024 | CION Investment Corp. | CION | Maintain | Equal Weight (N/A) |
|
Details | ||
| 11/7/2024 | TCG BDC, Inc. | CGBD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 11/7/2024 | TCP Capital | TCPC | Maintain | Underweight (N/A) |
|
Details | ||
| 10/29/2024 | TriplePoint Venture Growth | TPVG | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/29/2024 | Trinity Capital Inc. | TRIN | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/29/2024 | TPG Specialty Lending | TSLX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2024 | Solar Capital | SLRC | Maintain | Underweight (N/A) |
|
Details | ||
| 10/29/2024 | Runway Grouwth Finance Corp. | RWAY | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/29/2024 | Oaktree Specialty Lending Corp | OCSL | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/29/2024 | New Mountain Finance | NMFC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/29/2024 | MidCap Financial Investment Corp | MFIC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2024 | Hercules Capital Inc | HTGC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2024 | Golub Capital BDC | GBDC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/29/2024 | TCG BDC, Inc. | CGBD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/29/2024 | CION Investment Corp. | CION | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/29/2024 | TCP Capital | TCPC | Maintain | Underweight (N/A) |
|
Details | ||
| 8/30/2024 | Prospect Capital Corporation | PSEC | Maintain | Underweight (N/A) |
|
Details | ||
| 8/26/2024 | TCP Capital | TCPC | Downgrade | Underweight (Equal Weight) |
9.35 (3.82) |
-59.14% | Details | |
| 8/26/2024 | Oaktree Specialty Lending Corp | OCSL | Downgrade | Equal Weight (Overweight) |
17.02 (11.46) |
-32.67% | Details | |
| 8/14/2024 | Crescent BDC | CCAP | Maintain | Equal Weight (N/A) |
|
Details | ||
| 8/12/2024 | Runway Grouwth Finance Corp. | RWAY | Maintain | Equal Weight (N/A) |
|
Details | ||
| 8/12/2024 | TCP Capital | TCPC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 8/12/2024 | Goldman Sachs BDC, Inc. | GSBD | Upgrade | Equal Weight (Underweight) |
13.70 (9.35) |
-31.75% | Details | |
| 8/9/2024 | TriplePoint Venture Growth | TPVG | Upgrade | Equal Weight (Underweight) |
7.47 (5.27) |
-29.45% | Details | |
| 8/9/2024 | MidCap Financial Investment Corp | MFIC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2024 | Bain Capital Specialty Finance | BCSF | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2024 | Golub Capital BDC | GBDC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 8/6/2024 | TCG BDC, Inc. | CGBD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 8/2/2024 | Oaktree Specialty Lending Corp | OCSL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2024 | New Mountain Finance | NMFC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/26/2024 | Solar Capital | SLRC | Maintain | Underweight (N/A) |
|
Details | ||
| 7/26/2024 | Oaktree Specialty Lending Corp | OCSL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/26/2024 | Hercules Capital Inc | HTGC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/26/2024 | Golub Capital BDC | GBDC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/26/2024 | Crescent BDC | CCAP | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/26/2024 | TCG BDC, Inc. | CGBD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/26/2024 | Barings BDC Inc. | BBDC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/26/2024 | Bain Capital Specialty Finance | BCSF | Maintain | Overweight (N/A) |
|
Details | ||
| 5/29/2024 | TriplePoint Venture Growth | TPVG | Downgrade | Underweight (Equal Weight) |
9.39 (5.27) |
-43.88% | Details | |
| 5/29/2024 | Goldman Sachs BDC, Inc. | GSBD | Downgrade | Underweight (Equal Weight) |
15.18 (9.35) |
-38.41% | Details | |
| 5/29/2024 | Bain Capital Specialty Finance | BCSF | Upgrade | Overweight (Equal Weight) |
16.08 (12.66) |
-21.27% | Details | |
| 5/13/2024 | MidCap Financial Investment Corp | MFIC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/13/2024 | Crescent BDC | CCAP | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/8/2024 | Runway Grouwth Finance Corp. | RWAY | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/8/2024 | Bain Capital Specialty Finance | BCSF | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/3/2024 | Hercules Capital Inc | HTGC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2024 | Solar Capital | SLRC | Maintain | Underweight (N/A) |
|
Details | ||
| 4/29/2024 | Prospect Capital Corporation | PSEC | Maintain | Underweight (N/A) |
|
Details | ||
| 4/29/2024 | Oaktree Specialty Lending Corp | OCSL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2024 | New Mountain Finance | NMFC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/29/2024 | MidCap Financial Investment Corp | MFIC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2024 | Hercules Capital Inc | HTGC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2024 | Golub Capital BDC | GBDC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/29/2024 | TCG BDC, Inc. | CGBD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/29/2024 | CION Investment Corp. | CION | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/29/2024 | Ares Capital | ARCC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 3/7/2024 | TriplePoint Venture Growth | TPVG | Maintain | Equal Weight (N/A) |
|
Details | ||
| 3/7/2024 | TCP Capital | TCPC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 3/7/2024 | BlackRock Capital Investment Corporation | BKCC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/28/2024 | New Mountain Finance | NMFC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/12/2024 | Prospect Capital Corporation | PSEC | Maintain | Underweight (N/A) |
|
Details | ||
| 2/9/2024 | T. Rowe Price | TROW | Maintain | Underweight (N/A) |
|
Details | ||
| 2/7/2024 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/2/2024 | Oaktree Specialty Lending Corp | OCSL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2024 | TPG Specialty Lending | TSLX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2024 | Prospect Capital Corporation | PSEC | Maintain | Underweight (N/A) |
|
Details | ||
| 1/29/2024 | Oaktree Specialty Lending Corp | OCSL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2024 | New Mountain Finance | NMFC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/29/2024 | MidCap Financial Investment Corp | MFIC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2024 | Hercules Capital Inc | HTGC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2024 | Golub Capital BDC | GBDC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/29/2024 | Goldman Sachs BDC, Inc. | GSBD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/29/2024 | Crescent BDC | CCAP | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/29/2024 | TCG BDC, Inc. | CGBD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/29/2024 | TCP Capital | TCPC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/29/2024 | BlackRock Capital Investment Corporation | BKCC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/29/2024 | Barings BDC Inc. | BBDC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/29/2024 | Bain Capital Specialty Finance | BCSF | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/29/2024 | Ares Capital | ARCC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/24/2024 | Invesco | IVZ | Maintain | Overweight (N/A) |
|
Details | ||
| 1/22/2024 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2024 | Franklin Resources | BEN | Upgrade | Equal Weight (Underweight) |
28.88 (26.24) |
-9.14% | Details | |
| 1/8/2024 | T. Rowe Price | TROW | Downgrade | Underweight (Equal Weight) |
106.17 (90.40) |
-14.85% | Details | |
| 11/30/2023 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/15/2023 | Oaktree Specialty Lending Corp | OCSL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/13/2023 | Crescent BDC | CCAP | Downgrade | Equal Weight (Overweight) |
17.01 (12.98) |
-23.69% | Details | |
| 11/13/2023 | Barings BDC Inc. | BBDC | Downgrade | Equal Weight (Overweight) |
8.94 (8.23) |
-7.94% | Details | |
| 11/10/2023 | Prospect Capital Corporation | PSEC | Maintain | Underweight (N/A) |
|
Details | ||
| 11/10/2023 | CION Investment Corp. | CION | Maintain | Equal Weight (N/A) |
|
Details | ||
| 11/10/2023 | TCP Capital | TCPC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 11/8/2023 | Runway Grouwth Finance Corp. | RWAY | Maintain | Equal Weight (N/A) |
|
Details | ||
| 11/6/2023 | TPG Specialty Lending | TSLX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2023 | T. Rowe Price | TROW | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/12/2023 | T. Rowe Price | TROW | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/12/2023 | Invesco | IVZ | Maintain | Overweight (N/A) |
|
Details | ||
| 10/12/2023 | Franklin Resources | BEN | Maintain | Underweight (N/A) |
|
Details | ||
| 10/4/2023 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 8/11/2023 | Barings BDC Inc. | BBDC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/10/2023 | Solar Capital | SLRC | Maintain | Underweight (N/A) |
|
Details | ||
| 8/10/2023 | CION Investment Corp. | CION | Maintain | Equal Weight (N/A) |
|
Details | ||
| 8/10/2023 | Bain Capital Specialty Finance | BCSF | Maintain | Equal Weight (N/A) |
|
Details | ||
| 8/9/2023 | Runway Grouwth Finance Corp. | RWAY | Maintain | Equal Weight (N/A) |
|
Details | ||
| 8/9/2023 | Golub Capital BDC | GBDC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 8/4/2023 | New Mountain Finance | NMFC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 8/3/2023 | Janus Henderson Group | JHG | Maintain | Underweight (N/A) |
|
Details | ||
| 7/31/2023 | T. Rowe Price | TROW | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/19/2023 | TriplePoint Venture Growth | TPVG | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/19/2023 | Trinity Capital Inc. | TRIN | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/19/2023 | TPG Specialty Lending | TSLX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2023 | Solar Capital | SLRC | Maintain | Underweight (N/A) |
|
Details | ||
| 7/19/2023 | Runway Grouwth Finance Corp. | RWAY | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/19/2023 | Oaktree Specialty Lending Corp | OCSL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2023 | MidCap Financial Investment Corp | MFIC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2023 | Hercules Technology Growth Capital | HTGC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2023 | Goldman Sachs BDC, Inc. | GSBD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/19/2023 | TCG BDC, Inc. | CGBD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/19/2023 | CION Investment Corp. | CION | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/19/2023 | TCP Capital | TCPC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/19/2023 | Bain Capital Specialty Finance | BCSF | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/19/2023 | Ares Capital | ARCC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/14/2023 | T. Rowe Price | TROW | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/13/2023 | Franklin Resources | BEN | Maintain | Underweight (N/A) |
|
Details | ||
| 6/1/2023 | Franklin Resources | BEN | Maintain | Underweight (N/A) |
|
Details | ||
| 5/12/2023 | Owl Rock | ORCC | Maintain | Underweight (N/A) |
|
Details | ||
| 5/11/2023 | TCG BDC, Inc. | CGBD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/11/2023 | Bain Capital Specialty Finance | BCSF | Upgrade | Equal Weight (Underweight) |
11.97 (12.66) |
5.76% | Details | |
| 5/10/2023 | New Mountain Finance | NMFC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/10/2023 | Golub Capital BDC | GBDC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/8/2023 | Trinity Capital Inc. | TRIN | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/8/2023 | Goldman Sachs BDC, Inc. | GSBD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/5/2023 | Hercules Technology Growth Capital | HTGC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2023 | TriplePoint Venture Growth | TPVG | Downgrade | Equal Weight (Overweight) |
10.73 (5.27) |
-50.89% | Details | |
| 5/3/2023 | BlackRock Capital Investment Corporation | BKCC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/3/2023 | T. Rowe Price | TROW | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/18/2023 | TriplePoint Venture Growth | TPVG | Maintain | Overweight (N/A) |
|
Details | ||
| 4/18/2023 | Trinity Capital Inc. | TRIN | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/18/2023 | TPG Specialty Lending | TSLX | Maintain | Overweight (N/A) |
|
Details | ||
| 4/18/2023 | Solar Capital | SLRC | Maintain | Underweight (N/A) |
|
Details | ||
| 4/18/2023 | Runway Grouwth Finance Corp. | RWAY | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/18/2023 | Prospect Capital Corporation | PSEC | Maintain | Underweight (N/A) |
|
Details | ||
| 4/18/2023 | Owl Rock | ORCC | Maintain | Underweight (N/A) |
|
Details | ||
| 4/18/2023 | Oaktree Specialty Lending Corp | OCSL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/18/2023 | New Mountain Finance | NMFC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/18/2023 | MidCap Financial Investment Corp | MFIC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/18/2023 | Hercules Technology Growth Capital | HTGC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/18/2023 | Golub Capital BDC | GBDC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/18/2023 | Goldman Sachs BDC, Inc. | GSBD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/18/2023 | TCG BDC, Inc. | CGBD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/18/2023 | CION Investment Corp. | CION | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/18/2023 | TCP Capital | TCPC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/18/2023 | BlackRock Capital Investment Corporation | BKCC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/18/2023 | Bain Capital Specialty Finance | BCSF | Maintain | Underweight (N/A) |
|
Details | ||
| 4/18/2023 | Barings BDC Inc. | BBDC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/18/2023 | Ares Capital | ARCC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/10/2023 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 4/5/2023 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 3/17/2023 | CION Investment Corp. | CION | Maintain | Overweight (N/A) |
|
Details | ||
| 3/3/2023 | BlackRock Capital Investment Corporation | BKCC | Maintain | Overweight (N/A) |
|
Details | ||
| 3/3/2023 | Bain Capital Specialty Finance | BCSF | Maintain | Underweight (N/A) |
|
Details | ||
| 3/1/2023 | TCG BDC, Inc. | CGBD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 3/1/2023 | TCP Capital | TCPC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/27/2023 | Goldman Sachs BDC, Inc. | GSBD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/27/2023 | Barings BDC Inc. | BBDC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2023 | MidCap Financial Investment Corp | MFIC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2023 | Prospect Capital Corporation | PSEC | Maintain | Underweight (N/A) |
|
Details | ||
| 2/10/2023 | Golub Capital BDC | GBDC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2023 | Janus Henderson Group | JHG | Maintain | Underweight (N/A) |
|
Details | ||
| 1/27/2023 | T. Rowe Price | TROW | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/25/2023 | Invesco | IVZ | Maintain | Overweight (N/A) |
|
Details | ||
| 1/13/2023 | T. Rowe Price | TROW | Maintain | Equal Weight (N/A) |
|
Details | ||
| 12/14/2022 | T. Rowe Price | TROW | New Coverage | Equal Weight (N/A) |
123.47 (90.40) |
-26.78% | Details | |
| 12/14/2022 | Janus Henderson Group | JHG | New Coverage | Overweight (N/A) |
26.14 (51.36) |
96.48% | Details | |
| 12/14/2022 | Franklin Resources | BEN | New Coverage | Underweight (N/A) |
27.70 (26.24) |
-5.27% | Details | |
| 12/14/2022 | Invesco | IVZ | New Coverage | Overweight (N/A) |
19.61 (23.67) |
20.7% | Details | |
| 12/14/2022 | BlackRock | BLK | New Coverage | Overweight (N/A) |
724.15 (955.45) |
31.94% | Details | |
| 11/23/2022 | Golub Capital BDC | GBDC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/16/2022 | Oaktree Specialty Lending Corp | OCSL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/14/2022 | Barings BDC Inc. | BBDC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/11/2022 | Prospect Capital Corporation | PSEC | Maintain | Underweight (N/A) |
|
Details | ||
| 11/10/2022 | New Mountain Finance | NMFC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2022 | Carlyle Secured Lending | CGBD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 11/7/2022 | Trinity Capital Inc. | TRIN | Maintain | Equal Weight (N/A) |
|
Details | ||
| 11/4/2022 | Solar Capital | SLRC | Maintain | Underweight (N/A) |
|
Details | ||
| 11/4/2022 | Owl Rock | ORCC | Maintain | Underweight (N/A) |
|
Details | ||
| 11/4/2022 | TCP Capital | TCPC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/26/2022 | Ares Capital | ARCC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2022 | TriplePoint Venture Growth | TPVG | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2022 | Trinity Capital Inc. | TRIN | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/24/2022 | TPG Specialty Lending | TSLX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2022 | Solar Capital | SLRC | Maintain | Underweight (N/A) |
|
Details | ||
| 10/24/2022 | Runway Grouwth Finance Corp. | RWAY | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2022 | Prospect Capital Corporation | PSEC | Maintain | Underweight (N/A) |
|
Details | ||
| 10/24/2022 | Owl Rock | ORCC | Maintain | Underweight (N/A) |
|
Details | ||
| 10/24/2022 | Oaktree Specialty Lending Corp | OCSL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2022 | MidCap Financial Investment Corp | MFIC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2022 | Hercules Technology Growth Capital | HTGC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2022 | Golub Capital BDC | GBDC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2022 | Goldman Sachs BDC, Inc. | GSBD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/24/2022 | TCG BDC, Inc. | CGBD | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2022 | CION Investment Corp. | CION | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2022 | TCP Capital | TCPC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/24/2022 | Barings BDC Inc. | BBDC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2022 | Bain Capital Specialty Finance | BCSF | Maintain | Underweight (N/A) |
|
Details | ||
| 10/24/2022 | Ares Capital | ARCC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/12/2022 | CION Investment Corp. | CION | Maintain | Overweight (N/A) |
|
Details | ||
| 8/11/2022 | TCG BDC, Inc. | CGBD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 8/8/2022 | Goldman Sachs BDC, Inc. | GSBD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 8/3/2022 | Apollo Investment | AINV | Upgrade | Overweight (Equal Weight) |
11.58 (13.65) |
17.88% | Details | |
| 7/29/2022 | Hercules Technology Growth Capital | HTGC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2022 | TriplePoint Venture Growth | TPVG | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2022 | New Mountain Finance | NMFC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2022 | Hercules Technology Growth Capital | HTGC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2022 | Golub Capital BDC | GBDC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2022 | Goldman Sachs BDC, Inc. | GSBD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/25/2022 | TCG BDC, Inc. | CGBD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/25/2022 | TCP Capital | TCPC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/25/2022 | BlackRock Capital Investment Corporation | BKCC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2022 | Ares Capital | ARCC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2022 | Apollo Investment | AINV | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/25/2022 | Trinity Capital Inc. | TRIN | Downgrade | Equal Weight (Overweight) |
15.02 (14.91) |
-0.73% | Details | |
| 7/25/2022 | Solar Capital | SLRC | Downgrade | Underweight (Equal Weight) |
14.50 (14.49) |
-0.07% | Details | |
| 7/25/2022 | Owl Rock | ORCC | Downgrade | Underweight (Equal Weight) |
12.71 (13.48) |
6.06% | Details | |
| 7/25/2022 | CION Investment Corp. | CION | Upgrade | Overweight (Equal Weight) |
8.59 (7.95) |
-7.45% | Details | |
| 7/25/2022 | Bain Capital Specialty Finance | BCSF | Downgrade | Underweight (Equal Weight) |
14.20 (12.66) |
-10.85% | Details | |
| 5/12/2022 | Golub Capital BDC | GBDC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2022 | Trinity Capital Inc. | TRIN | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2022 | Owl Rock | ORCC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/5/2022 | TriplePoint Venture Growth | TPVG | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2022 | Solar Capital | SLRC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/5/2022 | TCP Capital | TCPC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/25/2022 | TriplePoint Venture Growth | TPVG | Maintain | Overweight (N/A) |
|
Details | ||
| 4/25/2022 | Solar Capital | SLRC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/25/2022 | Hercules Technology Growth Capital | HTGC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/25/2022 | Golub Capital BDC | GBDC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/25/2022 | Goldman Sachs BDC, Inc. | GSBD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/25/2022 | Ares Capital | ARCC | Maintain | (N/A) |
|
Details | ||
| 3/3/2022 | Solar Capital | SLRC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/25/2022 | Bain Capital Specialty Finance | BCSF | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/24/2022 | TCG BDC, Inc. | CGBD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/2/2022 | New Mountain Finance | NMFC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/2/2022 | Hercules Technology Growth Capital | HTGC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/2/2022 | Golub Capital BDC | GBDC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/2/2022 | Goldman Sachs BDC, Inc. | GSBD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/2/2022 | TCP Capital | TCPC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/2/2022 | Bain Capital Specialty Finance | BCSF | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/2/2022 | Apollo Investment | AINV | Maintain | Equal Weight (N/A) |
|
Details | ||
| 12/1/2021 | Golub Capital BDC | GBDC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/17/2021 | Oaktree Specialty Lending Corp | OCSL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2021 | Trinity Capital Inc. | TRIN | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2021 | Ares Capital | ARCC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2021 | TriplePoint Venture Growth | TPVG | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2021 | Trinity Capital Inc. | TRIN | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2021 | Oaktree Specialty Lending Corp | OCSL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2021 | New Mountain Finance | NMFC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2021 | Goldman Sachs BDC, Inc. | GSBD | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2021 | TCP Capital | TCPC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/25/2021 | BlackRock Capital Investment Corporation | BKCC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2021 | Ares Capital | ARCC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2021 | Apollo Investment | AINV | Maintain | Equal Weight (N/A) |
|
Details | ||
| 8/6/2021 | Owl Rock | ORCC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 8/6/2021 | Oaktree Specialty Lending Corp | OCSL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2021 | Bain Capital Specialty Finance | BCSF | Maintain | Equal Weight (N/A) |
|
Details | ||
| 8/3/2021 | TCP Capital | TCPC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/2/2021 | Owl Rock | ORCC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/2/2021 | TCP Capital | TCPC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/2/2021 | Bain Capital Specialty Finance | BCSF | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/24/2021 | Apollo Investment | AINV | Downgrade | Equal Weight (Overweight) |
14.62 (13.65) |
-6.63% | Details | |
| 5/12/2021 | Golub Capital BDC | GBDC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2021 | Solar Capital | SLRC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/10/2021 | Goldman Sachs BDC, Inc. | GSBD | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2021 | New Mountain Finance | NMFC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2021 | TCG BDC, Inc. | CGBD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/6/2021 | TCP Capital | TCPC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/3/2021 | BlackRock Capital Investment Corporation | BKCC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/30/2021 | Hercules Technology Growth Capital | HTGC | Maintain | Overweight (N/A) |
|
Details | ||
| 3/5/2021 | BlackRock Capital Investment Corporation | BKCC | Maintain | Overweight (N/A) |
|
Details | ||
| 3/2/2021 | TCP Capital | TCPC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 3/1/2021 | Bain Capital Specialty Finance | BCSF | Upgrade | Equal Weight (Underweight) |
13.99 (12.66) |
-9.51% | Details | |
| 2/26/2021 | Solar Capital | SLRC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/26/2021 | New Mountain Finance | NMFC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/25/2021 | TCG BDC, Inc. | CGBD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 12/16/2020 | TCG BDC, Inc. | CGBD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 12/16/2020 | Solar Capital | SLRC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 12/16/2020 | New Mountain Finance | NMFC | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2020 | Golub Capital BDC | GBDC | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2020 | Goldman Sachs BDC, Inc. | GSBD | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2020 | TCP Capital | TCPC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 12/16/2020 | Bain Capital Specialty Finance | BCSF | Maintain | Underweight (N/A) |
|
Details | ||
| 12/16/2020 | Apollo Investment | AINV | Maintain | Overweight (N/A) |
|
Details | ||
| 11/20/2020 | Oaktree Specialty Lending Corp | OCSL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2020 | Solar Capital | SLRC | Downgrade | Equal Weight (Overweight) |
16.75 (14.49) |
-13.49% | Details | |
| 11/10/2020 | Apollo Investment | AINV | Upgrade | Overweight (Underweight) |
8.57 (13.65) |
59.28% | Details | |
| 11/5/2020 | New Mountain Finance | NMFC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2020 | TCP Capital | TCPC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 9/30/2020 | Golub Capital BDC | GBDC | Maintain | Overweight (N/A) |
|
Details | ||
| 9/11/2020 | TCG BDC, Inc. | CGBD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 9/11/2020 | Oaktree Specialty Lending Corp | OCSL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/11/2020 | New Mountain Finance | NMFC | Maintain | Overweight (N/A) |
|
Details | ||
| 9/11/2020 | Golub Capital BDC | GBDC | Maintain | Overweight (N/A) |
|
Details | ||
| 9/11/2020 | TCP Capital | TCPC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 8/13/2020 | Goldman Sachs BDC, Inc. | GSBD | Maintain | Overweight (N/A) |
|
Details | ||
| 8/11/2020 | Golub Capital BDC | GBDC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2020 | New Mountain Finance | NMFC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2020 | TCG BDC, Inc. | CGBD | Upgrade | Equal Weight (Underweight) |
8.36 (11.02) |
31.82% | Details | |
| 5/22/2020 | Apollo Investment | AINV | Maintain | Underweight (N/A) |
|
Details | ||
| 5/20/2020 | Apollo Investment | AINV | Maintain | Underweight (N/A) |
|
Details | ||
| 5/11/2020 | Solar Capital | SLRC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/11/2020 | Oaktree Specialty Lending Corp | OCSL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2020 | TCG BDC, Inc. | CGBD | Maintain | Underweight (N/A) |
|
Details | ||
| 3/25/2020 | Oaktree Specialty Lending Corp | OCSL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/25/2020 | New Mountain Finance | NMFC | Maintain | Overweight (N/A) |
|
Details | ||
| 3/25/2020 | Golub Capital BDC | GBDC | Maintain | Overweight (N/A) |
|
Details | ||
| 3/25/2020 | TCP Capital | TCPC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 3/25/2020 | BlackRock Capital Investment Corporation | BKCC | Maintain | Overweight (N/A) |
|
Details | ||
| 3/25/2020 | Bain Capital Specialty Finance | BCSF | Maintain | Underweight (N/A) |
|
Details | ||
| 3/25/2020 | Apollo Investment | AINV | Maintain | Underweight (N/A) |
|
Details | ||
| 3/25/2020 | Solar Capital | SLRC | Upgrade | Overweight (Equal Weight) |
8.28 (14.49) |
75% | Details | |
| 3/25/2020 | Goldman Sachs BDC, Inc. | GSBD | Upgrade | Overweight (Equal Weight) |
9.50 (9.35) |
-1.58% | Details | |
| 3/9/2020 | BlackRock Capital Investment Corporation | BKCC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/15/2020 | New Mountain Finance | NMFC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/15/2020 | Oaktree Specialty Lending Corp | OCSL | Upgrade | Overweight (Equal Weight) |
5.49 (11.46) |
108.74% | Details | |
| 1/15/2020 | Bain Capital Specialty Finance | BCSF | Downgrade | Underweight (Equal Weight) |
19.91 (12.66) |
-36.41% | Details | |
| 1/15/2020 | TCP Capital | TCPC | Downgrade | Equal Weight (Overweight) |
14.16 (3.82) |
-73.02% | Details | |
| 11/6/2019 | Solar Capital | SLRC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/10/2019 | Owl Rock | ORCC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/10/2019 | Golub Capital BDC | GBDC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/10/2019 | Goldman Sachs BDC, Inc. | GSBD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/10/2019 | TCP Capital | TCPC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/10/2019 | BlackRock Capital Investment Corporation | BKCC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/10/2019 | Apollo Investment | AINV | Maintain | Equal Weight (N/A) |
|
Details |

