Triangle Capital (TCAP -5%) took a big tumble following the earnings call as management was pressed (transcript) on what was going on in the market that led to such little portfolio activity in Q1. "There were deals that we hoped to get that we didn't get ... it was definitely slower activity," says CIO Brent Burgess, quickly adding he sees pipelines building and expects a busy Q3 and Q4 (Q2 not mentioned).
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