TRIN - BDC Weekly Review: 2 Common BDC Allocation Strategies That Can Go Awry

• We take a look at the action in BDCs through the third week of June and highlight some of the key themes we are watching.
• The BDC sector had the worst week of the year on the back of a hawkish move by the Fed, which increases the risk of a hard landing.
• BDC valuations have moved near unusually low levels - they have only been lower during periods of exceptional stress.
• TRIN raised its regular dividend - a positive piece of news following our first allocation to the stock recently. We also take a look at whether TPVG offers value here.

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