A Game Plan For BDC Investors Before The Earnings Season

Oct. 12, 2024 8:42 AM ET, , , 13 Comments
Roberts Berzins, CFA
10.21K Followers
(9min)

Summary

  • Major BDCs are soon about to report their Q3, 2024 earnings.
  • The current sector-wide challenges do not send encouraging signals.
  • The Management team of SAR, which is one the BDCs that report 10-Q early, has indicated that the headwinds indeed persist.
  • In the article, I explain in more detail what could be in the front of us and provide a structural game plan how long-term investors could tackle this situation.

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RichVintage

Relatively soon, all of the major BDCs will circulate their Q3, 2024 earnings reports, which will reveal how they have been weathering the current sector-wide headwinds. In this respect, investors have to be prepared for several potentially unfavorable emerging data points that could

This article was written by

10.21K Followers
Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other policy-level work includes the development of national SOE financing guidelines and framework for channeling private capital into affordable housing stock. Roberts is a CFA Charterholder, ESG investing certificate holder, has had an internship in Chicago board of trade (albeit, being resident and living in Latvia), and is actively involved in "thought-leadership" activities to support the development of pan-Baltic capital markets.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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