OCSL - BDC Sector Market Review: Key Themes Of This Earnings Season

• We take a look at the action in BDCs through the first week of February and highlight some of the key themes we are watching.
• The BDC sector has bounced back this week with the rise in short-end Treasury yields as well as stocks.
• We highlight some of the themes of this earnings season using CSWC - one of the first to report - as a guide.
• We continue to find value in credit-oriented BDCs such as CGBD, TCPC and OCSL and remain opportunistic with equity-overweight companies such as FDUS.

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