The portfolio companies that remain healthy are generating median interest coverage of 1.8x, which is thin but not alarming.
Before FSK circulated its Q4 report, I issued a bearish piece, realizing my 27% returns and suggesting investors to avoid the investment. Since then the share price has increased by 5%, but the ...
This will be our standard to provide our BDC bottom-picking ideas. FSK is the first to be analyzed based on its large history and size. We try to take advantage of the recent selling in the sector.