The Hidden Math Behind Ares Capital Beating Oaktree Specialty Lending

2026-02-19 07:05:00 ET

At a time when the business development company sector (BIZD) is in a sharp downturn, it's important to take a step back and keep one's vision on what is most important to long-term value creation in the sector. While investors are fretting about the risks of software disruption from AI hurting BDCs with software loans in their portfolios, and many others are fretting about dividend cut announcements, there are more fundamental building blocks that need to be kept in mind when determining what value a company brings to the table for the long term....

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