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Why I'm Parking 45% Of My BDC Capital In These 2 Names

Source: SeekingAlpha

2025-12-02 10:43:43 ET

It is not a secret that the BDC market ( BIZD ) is currently going through difficult times. The market has assigned a relatively high discount rate to BDC valuations, as the sector median P/NAV stands at 0.79x. This kind of pricing suggests that the market thinks that about one-fifth of BDC net asset value is very likely subject to write-downs or some form of erosion....

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Why I'm Parking 45% Of My BDC Capital In These 2 Names
Oaktree Specialty Lending Corporation

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