OCSL - BDC Weekly Review: A Focus On More Resilient BDCs

• We take a look at the action in BDCs through the last week of April and highlight some of the key themes we are watching.
• BDCs had an off week and underperformed the broader income sector.
• Increasing recession estimates puts focus on BDCs that have maintained resilience over periods of macro weakness.
• We highlight earnings from ARCC among other sectors news.
• Our BDC sleeve has outperformed the broader sector so far this year with a focus on undervalued strong performers.

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