S&P 500   5,061.82
DOW   37,735.11
QQQ   431.06
5 Small-Cap Energy Stocks Surged in Price and Volume on Friday
Novo Nordisk Arms Wegovy to Be a Triple Threat
Vital Farms Rides the Pasture-Raised Egg Trend to the Bank
3 Energy Plays for Cash Flow: Buy 1 or Buy Them All
M&T Bank, Goldman Sachs rise; Salesforce, Tesla fall, Monday, 4/15/2024
When Will the Next Bull Market Be?
Global smartphone shipments climb nearly 8% in 1st quarter as Samsung retakes the lead
S&P 500   5,061.82
DOW   37,735.11
QQQ   431.06
5 Small-Cap Energy Stocks Surged in Price and Volume on Friday
Novo Nordisk Arms Wegovy to Be a Triple Threat
Vital Farms Rides the Pasture-Raised Egg Trend to the Bank
3 Energy Plays for Cash Flow: Buy 1 or Buy Them All
M&T Bank, Goldman Sachs rise; Salesforce, Tesla fall, Monday, 4/15/2024
When Will the Next Bull Market Be?
Global smartphone shipments climb nearly 8% in 1st quarter as Samsung retakes the lead
S&P 500   5,061.82
DOW   37,735.11
QQQ   431.06
5 Small-Cap Energy Stocks Surged in Price and Volume on Friday
Novo Nordisk Arms Wegovy to Be a Triple Threat
Vital Farms Rides the Pasture-Raised Egg Trend to the Bank
3 Energy Plays for Cash Flow: Buy 1 or Buy Them All
M&T Bank, Goldman Sachs rise; Salesforce, Tesla fall, Monday, 4/15/2024
When Will the Next Bull Market Be?
Global smartphone shipments climb nearly 8% in 1st quarter as Samsung retakes the lead
S&P 500   5,061.82
DOW   37,735.11
QQQ   431.06
5 Small-Cap Energy Stocks Surged in Price and Volume on Friday
Novo Nordisk Arms Wegovy to Be a Triple Threat
Vital Farms Rides the Pasture-Raised Egg Trend to the Bank
3 Energy Plays for Cash Flow: Buy 1 or Buy Them All
M&T Bank, Goldman Sachs rise; Salesforce, Tesla fall, Monday, 4/15/2024
When Will the Next Bull Market Be?
Global smartphone shipments climb nearly 8% in 1st quarter as Samsung retakes the lead

Compare Stocks

Comparative Price Performance Over Time

Compare Stocks - Price & Volume

CompanyCurrent Price50-Day Moving Average52-Week RangeMarket CapBetaAvg. VolumeToday's Volume
Capital Southwest Co. stock logo
CSWC
Capital Southwest
$24.39
-0.5%
$24.21
$17.31
$26.17
$1.05B1.21384,219 shs202,493 shs
Oaktree Strategic Income Co. stock logo
OCSI
Oaktree Strategic Income
$8.50
$8.48
$4.28
$8.74
$250.47M0.9859,979 shsN/A
PennantPark Floating Rate Capital Ltd. stock logo
PFLT
PennantPark Floating Rate Capital
$11.13
-0.4%
$11.29
$9.69
$12.63
$685.63M1.68660,996 shs362,932 shs
PennantPark Investment Co. stock logo
PNNT
PennantPark Investment
$6.80
-0.1%
$6.77
$4.70
$7.27
$443.17M1.52442,236 shs334,482 shs
TriplePoint Venture Growth BDC Corp. stock logo
TPVG
TriplePoint Venture Growth BDC
$8.96
-1.5%
$10.00
$8.93
$12.70
$336.89M1.77292,983 shs232,871 shs
13 Stocks Institutional Investors Won't Stop Buying Cover

Which stocks are major institutional investors including hedge funds and endowments buying in today's market? Click the link below and we'll send you MarketBeat's list of thirteen stocks that institutional investors are buying up as quickly as they can.

Get This Free Report

Price Performance

Company1-Day Performance7-Day Performance30-Day Performance90-Day Performance1-Year Performance
Capital Southwest Co. stock logo
CSWC
Capital Southwest
-0.49%-2.28%+1.96%-3.56%+33.57%
Oaktree Strategic Income Co. stock logo
OCSI
Oaktree Strategic Income
0.00%0.00%0.00%0.00%0.00%
PennantPark Floating Rate Capital Ltd. stock logo
PFLT
PennantPark Floating Rate Capital
-0.31%-1.81%+0.32%-6.90%+1.60%
PennantPark Investment Co. stock logo
PNNT
PennantPark Investment
-0.22%-2.09%+1.87%-2.23%+32.97%
TriplePoint Venture Growth BDC Corp. stock logo
TPVG
TriplePoint Venture Growth BDC
-1.59%-3.50%-1.49%-19.14%-25.44%

MarketRank™

CompanyOverall ScoreAnalyst's OpinionShort Interest ScoreDividend StrengthESG ScoreNews and Social Media SentimentCompany OwnershipEarnings & Valuation
Capital Southwest Co. stock logo
CSWC
Capital Southwest
1.7809 of 5 stars
1.35.02.50.03.40.01.3
Oaktree Strategic Income Co. stock logo
OCSI
Oaktree Strategic Income
N/AN/AN/AN/AN/AN/AN/AN/A
PennantPark Floating Rate Capital Ltd. stock logo
PFLT
PennantPark Floating Rate Capital
0.8035 of 5 stars
1.30.01.70.03.20.01.9
PennantPark Investment Co. stock logo
PNNT
PennantPark Investment
0.4838 of 5 stars
1.20.01.70.00.01.71.9
TriplePoint Venture Growth BDC Corp. stock logo
TPVG
TriplePoint Venture Growth BDC
2.2399 of 5 stars
2.92.01.70.03.51.70.6

Analyst Ratings

CompanyConsensus Rating ScoreConsensus RatingConsensus Price Target% Upside from Current Price
Capital Southwest Co. stock logo
CSWC
Capital Southwest
2.67
Moderate Buy$25.504.55% Upside
Oaktree Strategic Income Co. stock logo
OCSI
Oaktree Strategic Income
N/AN/AN/AN/A
PennantPark Floating Rate Capital Ltd. stock logo
PFLT
PennantPark Floating Rate Capital
2.50
Moderate Buy$11.755.62% Upside
PennantPark Investment Co. stock logo
PNNT
PennantPark Investment
2.33
Hold$6.942.10% Upside
TriplePoint Venture Growth BDC Corp. stock logo
TPVG
TriplePoint Venture Growth BDC
1.80
Reduce$10.3815.86% Upside

Current Analyst Ratings

Latest CSWC, PNNT, PFLT, TPVG, and OCSI Analyst Ratings

DateCompanyBrokerageActionRatingPrice TargetDetails
3/26/2024
Capital Southwest Co. stock logo
CSWC
Capital Southwest
JMP Securities
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Reiterated RatingMarket Outperform ➝ Market Outperform$26.00
3/26/2024
PennantPark Floating Rate Capital Ltd. stock logo
PFLT
PennantPark Floating Rate Capital
JMP Securities
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Reiterated RatingMarket Outperform ➝ Market Outperform$12.50
3/22/2024
TriplePoint Venture Growth BDC Corp. stock logo
TPVG
TriplePoint Venture Growth BDC
Compass Point
Subscribe to MarketBeat All Access for the recommendation accuracy rating
UpgradeSell ➝ Neutral$8.75
3/7/2024
TriplePoint Venture Growth BDC Corp. stock logo
TPVG
TriplePoint Venture Growth BDC
Keefe, Bruyette & Woods
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Lower Price TargetUnderperform ➝ Underperform$9.50 ➝ $9.00
3/7/2024
TriplePoint Venture Growth BDC Corp. stock logo
TPVG
TriplePoint Venture Growth BDC
Compass Point
Subscribe to MarketBeat All Access for the recommendation accuracy rating
DowngradeNeutral ➝ Sell$8.75
3/7/2024
TriplePoint Venture Growth BDC Corp. stock logo
TPVG
TriplePoint Venture Growth BDC
JMP Securities
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Reiterated RatingOutperform ➝ Market Perform
3/7/2024
TriplePoint Venture Growth BDC Corp. stock logo
TPVG
TriplePoint Venture Growth BDC
Wells Fargo & Company
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Lower Price TargetEqual Weight ➝ Equal Weight$11.00 ➝ $9.50
3/7/2024
TriplePoint Venture Growth BDC Corp. stock logo
TPVG
TriplePoint Venture Growth BDC
Piper Sandler
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Lower Price TargetNeutral ➝ Neutral$11.00 ➝ $10.00
1/31/2024
Capital Southwest Co. stock logo
CSWC
Capital Southwest
B. Riley
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetNeutral ➝ Neutral$23.50 ➝ $24.00
1/31/2024
Capital Southwest Co. stock logo
CSWC
Capital Southwest
Raymond James
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetOutperform ➝ Outperform$24.00 ➝ $26.50
1/18/2024
PennantPark Floating Rate Capital Ltd. stock logo
PFLT
PennantPark Floating Rate Capital
JMP Securities
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetMarket Outperform ➝ Market Outperform$12.00 ➝ $12.50
(Data available from 4/16/2021 forward. View 10+ years of historical ratings with our analyst ratings screener.)

Sales & Book Value

CompanyAnnual RevenuePrice/SalesCashflowPrice/CashBook ValuePrice/Book
Capital Southwest Co. stock logo
CSWC
Capital Southwest
$119.30M8.79$1.95 per share12.53$17.08 per share1.43
Oaktree Strategic Income Co. stock logo
OCSI
Oaktree Strategic Income
$39.53M6.34$0.59 per share14.46$9.05 per share0.94
PennantPark Floating Rate Capital Ltd. stock logo
PFLT
PennantPark Floating Rate Capital
$139.34M4.92$1.33 per share8.35$11.13 per share1.00
PennantPark Investment Co. stock logo
PNNT
PennantPark Investment
$145.37M3.05$0.98 per share6.91$7.70 per share0.88
TriplePoint Venture Growth BDC Corp. stock logo
TPVG
TriplePoint Venture Growth BDC
$137.49M2.45$2.01 per share4.46$9.60 per share0.93

Profitability & Earnings

CompanyNet IncomeEPSTrailing P/E RatioForward P/E RatioP/E GrowthNet MarginsReturn on Equity (ROE)Return on Assets (ROA)Next Earnings Date
Capital Southwest Co. stock logo
CSWC
Capital Southwest
$33.09M$2.3510.389.24N/A52.16%15.82%7.57%5/27/2024 (Estimated)
Oaktree Strategic Income Co. stock logo
OCSI
Oaktree Strategic Income
-$1.27M$0.55N/AN/A-3.20%6.39%2.79%N/A
PennantPark Floating Rate Capital Ltd. stock logo
PFLT
PennantPark Floating Rate Capital
$39.26M$1.129.938.76N/A43.40%11.83%5.92%5/8/2024 (Confirmed)
PennantPark Investment Co. stock logo
PNNT
PennantPark Investment
-$33.81M$0.749.187.55N/A32.55%14.17%5.91%5/8/2024 (Confirmed)
TriplePoint Venture Growth BDC Corp. stock logo
TPVG
TriplePoint Venture Growth BDC
-$39.82M-$1.10N/A5.39N/A-28.96%19.50%7.27%5/1/2024 (Estimated)

Latest CSWC, PNNT, PFLT, TPVG, and OCSI Earnings

DateQuarterCompanyConsensus EstimateReported EPSBeat/MissGap EPSRevenue EstimateActual RevenueDetails
5/8/2024N/A
PennantPark Floating Rate Capital Ltd. stock logo
PFLT
PennantPark Floating Rate Capital
$0.33N/A-$0.33N/AN/AN/A  
5/8/2024N/A
PennantPark Investment Co. stock logo
PNNT
PennantPark Investment
$0.23N/A-$0.23N/AN/AN/A  
3/6/2024Q4 2023
TriplePoint Venture Growth BDC Corp. stock logo
TPVG
TriplePoint Venture Growth BDC
$0.49$0.47-$0.02$1.73$33.38 million$32.97 million
2/7/2024Q1 2024
PennantPark Floating Rate Capital Ltd. stock logo
PFLT
PennantPark Floating Rate Capital
$0.31$0.33+$0.02$0.28$35.03 million$37.97 million
2/7/2024Q1 2024
PennantPark Investment Co. stock logo
PNNT
PennantPark Investment
$0.23$0.24+$0.01$0.32$32.49 million$34.34 million
1/30/202412/31/2023
Capital Southwest Co. stock logo
CSWC
Capital Southwest
$0.66$0.70+$0.04$0.83$45.12 million$48.57 million    

Dividends

CompanyAnnual PayoutDividend Yield3-Year Dividend GrowthPayout RatioYears of Consecutive Growth
Capital Southwest Co. stock logo
CSWC
Capital Southwest
$2.289.35%+10.29%97.02%7 Years
Oaktree Strategic Income Co. stock logo
OCSI
Oaktree Strategic Income
$0.627.29%N/A112.73%1 Years
PennantPark Floating Rate Capital Ltd. stock logo
PFLT
PennantPark Floating Rate Capital
$1.2311.06%N/A109.82%1 Years
PennantPark Investment Co. stock logo
PNNT
PennantPark Investment
$0.8412.36%N/A113.52%N/A
TriplePoint Venture Growth BDC Corp. stock logo
TPVG
TriplePoint Venture Growth BDC
$1.6017.87%+11.57%N/A 2 Years

Latest CSWC, PNNT, PFLT, TPVG, and OCSI Dividends

AnnouncementCompanyPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
4/2/2024
PennantPark Floating Rate Capital Ltd. stock logo
PFLT
PennantPark Floating Rate Capital
monthly$0.102511%4/12/20244/15/20245/1/2024
4/2/2024
PennantPark Investment Co. stock logo
PNNT
PennantPark Investment
monthly$0.0712.3%4/12/20244/15/20245/1/2024
3/4/2024
PennantPark Floating Rate Capital Ltd. stock logo
PFLT
PennantPark Floating Rate Capital
monthly$0.102510.9%3/15/20243/18/20244/1/2024
3/4/2024
PennantPark Investment Co. stock logo
PNNT
PennantPark Investment
monthly$0.0712.5%3/15/20243/18/20244/1/2024
2/27/2024
TriplePoint Venture Growth BDC Corp. stock logo
TPVG
TriplePoint Venture Growth BDC
quarterly$0.4017.1%3/13/20243/14/20243/29/2024
1/24/2024
Capital Southwest Co. stock logo
CSWC
Capital Southwest
Quarterly$0.639.82%3/14/20243/15/20243/28/2024
2/2/2024
PennantPark Floating Rate Capital Ltd. stock logo
PFLT
PennantPark Floating Rate Capital
monthly$0.102511%2/14/20242/15/20243/1/2024
2/2/2024
PennantPark Investment Co. stock logo
PNNT
PennantPark Investment
quarterly$0.0712.2%2/14/20242/15/20243/1/2024
(Data available from 1/1/2013 forward)

Debt

CompanyDebt-to-Equity RatioCurrent RatioQuick Ratio
Capital Southwest Co. stock logo
CSWC
Capital Southwest
0.45
0.14
0.14
Oaktree Strategic Income Co. stock logo
OCSI
Oaktree Strategic Income
0.04
0.15
0.15
PennantPark Floating Rate Capital Ltd. stock logo
PFLT
PennantPark Floating Rate Capital
0.34
0.19
0.19
PennantPark Investment Co. stock logo
PNNT
PennantPark Investment
1.39
0.81
0.81
TriplePoint Venture Growth BDC Corp. stock logo
TPVG
TriplePoint Venture Growth BDC
N/A
0.28
0.28

Ownership

Miscellaneous

CompanyEmployeesShares OutstandingFree FloatOptionable
Capital Southwest Co. stock logo
CSWC
Capital Southwest
2642.98 million40.92 millionOptionable
Oaktree Strategic Income Co. stock logo
OCSI
Oaktree Strategic Income
N/A29.47 millionN/AOptionable
PennantPark Floating Rate Capital Ltd. stock logo
PFLT
PennantPark Floating Rate Capital
N/A61.63 million61.01 millionOptionable
PennantPark Investment Co. stock logo
PNNT
PennantPark Investment
N/A65.22 million63.27 millionOptionable
TriplePoint Venture Growth BDC Corp. stock logo
TPVG
TriplePoint Venture Growth BDC
N/A37.62 million37.09 millionOptionable

CSWC, PNNT, PFLT, TPVG, and OCSI Headlines

SourceHeadline
My Ranking of the Best 6%+ Yielding Income InvestmentsMy Ranking of the Best 6%+ Yielding Income Investments
marketbeat.com - April 15 at 10:05 PM
TriplePoint Venture Growth BDC Corp. (NYSE:TPVG) Receives Consensus Rating of "Reduce" from AnalystsTriplePoint Venture Growth BDC Corp. (NYSE:TPVG) Receives Consensus Rating of "Reduce" from Analysts
americanbankingnews.com - April 14 at 4:24 AM
TriplePoint Venture Growth BDC Corp. (NYSE:TPVG) Given Consensus Rating of "Reduce" by AnalystsTriplePoint Venture Growth BDC Corp. (NYSE:TPVG) Given Consensus Rating of "Reduce" by Analysts
marketbeat.com - April 14 at 4:23 AM
International Assets Investment Management LLC Has $13.74 Million Position in TriplePoint Venture Growth BDC Corp. (NYSE:TPVG)International Assets Investment Management LLC Has $13.74 Million Position in TriplePoint Venture Growth BDC Corp. (NYSE:TPVG)
marketbeat.com - April 12 at 5:09 AM
TriplePoint Venture Growth BDC (NYSE:TPVG) Share Price Crosses Below 200 Day Moving Average of $10.35TriplePoint Venture Growth BDC (NYSE:TPVG) Share Price Crosses Below 200 Day Moving Average of $10.35
americanbankingnews.com - April 12 at 3:08 AM
TriplePoint Venture Growth: Increased Probability Of A Dividend Cut (Downgrade)TriplePoint Venture Growth: Increased Probability Of A Dividend Cut (Downgrade)
seekingalpha.com - April 11 at 12:41 PM
TriplePoint Venture Growth: 17% Yield Now A Red FlagTriplePoint Venture Growth: 17% Yield Now A Red Flag
seekingalpha.com - March 26 at 6:45 AM
BDC Weekly Review: Q4 Results Wrap-UpBDC Weekly Review: Q4 Results Wrap-Up
seekingalpha.com - March 25 at 8:44 PM
TriplePoint Venture Growth BDC (NYSE:TPVG) Upgraded by Compass Point to "Neutral"TriplePoint Venture Growth BDC (NYSE:TPVG) Upgraded by Compass Point to "Neutral"
marketbeat.com - March 22 at 8:30 AM
TriplePoint Venture Growth BDC Corp. (NYSE:TPVG) Given Consensus Rating of "Reduce" by BrokeragesTriplePoint Venture Growth BDC Corp. (NYSE:TPVG) Given Consensus Rating of "Reduce" by Brokerages
marketbeat.com - March 20 at 5:28 AM
TriplePoint director Katherine Park buys $23,375 in company stockTriplePoint director Katherine Park buys $23,375 in company stock
investing.com - March 20 at 5:20 AM
TriplePoint Venture Growth BDC Corp. (NYSE:TPVG) Director Purchases $23,375.00 in StockTriplePoint Venture Growth BDC Corp. (NYSE:TPVG) Director Purchases $23,375.00 in Stock
insidertrades.com - March 19 at 5:40 AM
TriplePoint Venture Growth BDC Corp. (NYSE:TPVG) Director Acquires $23,375.00 in StockTriplePoint Venture Growth BDC Corp. (NYSE:TPVG) Director Acquires $23,375.00 in Stock
marketbeat.com - March 18 at 8:20 PM
Top 3 Financial Stocks That May Explode This Quarter - AtlasClear Holdings (AMEX:ATCH), Great Ajax (NYSE:AJX)Top 3 Financial Stocks That May Explode This Quarter - AtlasClear Holdings (AMEX:ATCH), Great Ajax (NYSE:AJX)
benzinga.com - March 18 at 7:52 AM
TriplePoint Venture Growth BDC Corp. (NYSE:TPVG) Director Purchases $11,018.97 in StockTriplePoint Venture Growth BDC Corp. (NYSE:TPVG) Director Purchases $11,018.97 in Stock
insidertrades.com - March 14 at 10:43 AM
Instant Settlement Needed to Compete With Crypto, Indias Markets Regulator SaysInstant Settlement Needed to Compete With Crypto, India's Markets Regulator Says
msn.com - March 13 at 4:12 PM
TriplePoint Venture Growth BDC Corp. (NYSE:TPVG) Q4 2023 Earnings Call TranscriptTriplePoint Venture Growth BDC Corp. (NYSE:TPVG) Q4 2023 Earnings Call Transcript
finance.yahoo.com - March 13 at 9:45 AM
TPVG Apr 2024 7.500 callTPVG Apr 2024 7.500 call
ca.finance.yahoo.com - March 12 at 2:18 AM
TriplePoint Venture Growth: Should You Be Worried About The Dividend In 2024?TriplePoint Venture Growth: Should You Be Worried About The Dividend In 2024?
seekingalpha.com - March 11 at 9:28 AM
TriplePoint Venture Growth BDC Corp Reports Solid FY2023 Earnings and Declares Q1 2024 DistributionTriplePoint Venture Growth BDC Corp Reports Solid FY2023 Earnings and Declares Q1 2024 Distribution
finance.yahoo.com - March 7 at 6:19 PM
TriplePoint Venture Growth cut to Market Perform at JMP amid no signs of inflectionTriplePoint Venture Growth cut to Market Perform at JMP amid no signs of inflection
msn.com - March 7 at 1:18 PM
Q4 2023 Triplepoint Venture Growth BDC Corp Earnings CallQ4 2023 Triplepoint Venture Growth BDC Corp Earnings Call
finance.yahoo.com - March 7 at 8:18 AM
TriplePoint Venture Growth BDC stock slumps after Q4 earnings slipTriplePoint Venture Growth BDC stock slumps after Q4 earnings slip
msn.com - March 6 at 10:16 PM
TPVG Stock Earnings: TriplePoint Venture Gwth Misses EPS, Misses Revenue for Q4 2023TPVG Stock Earnings: TriplePoint Venture Gwth Misses EPS, Misses Revenue for Q4 2023
markets.businessinsider.com - March 6 at 10:16 PM

New MarketBeat Followers Over Time

Media Sentiment Over Time

Company Descriptions

Capital Southwest logo

Capital Southwest

NASDAQ:CSWC
Capital Southwest Corporation is a business development company specializing in credit and private equity and venture capital investments in middle market companies, mezzanine, later stage, mature, late venture, emerging growth, buyouts, recapitalizations and growth capital investments. It does not invest in startups, publicly traded companies, real estate developments, project finance opportunities, oil and gas exploration businesses, troubled companies, turnarounds, and companies in which significant senior management is departing. In lower middle market, the firm typically invests in growth financing, bolt-on acquisitions, new platform acquisitions, refinancing, dividend recapitalizations, sponsor-led buyouts, and management buyouts situations. The investment structures are Unitranche debt, subordinated debt, senior debt, first and second lien debt, and preferred and common equity. The firm makes equity co-investments alongside debt investments, up to 20% of total check and only makes non-control investments. It prefers to invest in Industrial manufacturing and services, value-added distribution, healthcare products and services, business services, specialty chemicals, food and beverage, tech-enabled services and SaaS models. The firm seeks to invest in energy services and products, industrial technologies, and specialty chemicals and products. Within energy services and products, the firm seeks to invest in each segment of the industry, including upstream, midstream and downstream, excluding exploration and production with a focus on differentiated products and services, equipment and tool rental, consumable products, and drilling and completion chemicals. Within industrial technologies, it seeks to invest in automation and process controls, handling and packaging equipment, industrial filtration and fluid handling, measurement, monitoring and testing, professional tools, and sensors and instrumentation. Within and specialty chemicals and products, the firm seeks to invest in businesses that develop and manufacture highly differentiated chemicals and products including adhesives, coatings and sealants, catalysts and absorbents, cosmeceuticals, fine chemicals, flavors and fragrances, performance lubricants, polymers, plastics and composites, chemical dispensing and filtration equipment, professional and industrial trade consumables and tools, engineered solutions for HVAC, plumbing, and electrical installations, specified high performance materials for fire protection and oilfield applications. It may also invest in exceptional opportunities in building products. The firm seeks to invest in the United States. The firm seeks to make investments ranging from $5 to $25 million in securities. It seeks to make equity investments ranging from $5 million to $50 million and debt investments between $5 million and $20 million and co-invest in transaction size up to $40 million. It prefers to invest in companies with revenues approaching above $10 million, profitable operations, historical growth rate of at least 15 percent per year. Within the lower middle market, it seeks to invest in with less than $15 million in EBITDA and also opportunistically invests in the upper middle market, generally defined as companies with EBITDA in excess of $50 million. In addition to making direct investments, the firm allocates capital to syndicated first and second lien term loans in the upper middle market. Criteria for Upper Middle Market Syndicated 1st Lien is EBITDA Size more than $30 million, Closing Leverage greater than 4 times, investment hold size between $5 million and $7 million, investment yield greater than 6.5%. Criteria for Upper Middle Market Syndicated 2nd Lien is EBITDA Size more than $50 million, Closing Leverage greater than 6 times, investment hold size between $5 million and $7 million, investment yield greater than 9%. It prefers to take a majority and minority stake. The firm has the flexibility to hold investments for very long period in its portfolio companies. It may also invest through warrants. The firm prefers to take Board participation in its portfolio companies. Capital Southwest Corporation was founded on April 19, 1961 and is based in Dallas, Texas.
Oaktree Strategic Income logo

Oaktree Strategic Income

NASDAQ:OCSI
Fifth Street Senior Floating Rate Corp. is a business development company specializing in providing financing solutions in the form of floating rate senior secured loans to mid-sized companies.
PennantPark Floating Rate Capital logo

PennantPark Floating Rate Capital

NASDAQ:PFLT
PennantPark Floating Rate Capital Ltd. is a business development company. It seeks to make secondary direct, debt, equity, and loan investments. The fund seeks to invest through floating rate loans in private or thinly traded or small market-cap, public middle market companies. It primarily invests in the United States and to a limited extent non-U.S. companies. The fund typically invests between $2 million and $20 million. The fund also invests in equity securities, such as preferred stock, common stock, warrants or options received in connection with debt investments or through direct investments. It primarily invests between $10 million and $50 million in investments in senior secured loans and mezzanine debt. It seeks to invest in companies not rated by national rating agencies. The companies if rated would be between BB and CCC under the Standard & Poor's system. The fund invests 30% is invested in non-qualifying assets like investments in public companies whose securities are not thinly traded or do not have a market capitalization of less than $250 million, securities of middle-market companies located outside of the United States, high-yield bonds, distressed debt, private equity, securities of public companies that are not thinly traded, and investment companies as defined in the 1940 Act. Under normal conditions, the fund expects atleast 80 percent of its net assets plus any borrowings for investment purposes to be invested in Floating Rate Loans and investments with similar economic characteristics, including cash equivalents invested in money market funds. It expects to represent 65 percent of its portfolio through senior secured loans. In case of floating rate loans, it holds investments for a period of three to ten years.
PennantPark Investment logo

PennantPark Investment

NASDAQ:PNNT
PennantPark Investment Corporation, a business development company is a private equity fund specializes in direct and mezzanine investments in middle market companies. It invests in the form of mezzanine debt, senior secured loans, and equity investments. The fund typically invests in buildings and real estate, hotels, gaming and leisure, technology, telecommunications, transportation, information technology services, electronics, healthcare & pharmaceuticals, education and childcare, financial services, printing and publishing, consumer products, business services, energy & Related Services and utilities, distribution, oil and gas, media, environmental services, aerospace and defense, building materials, capital equipment, chemicals, plastics, & rubber, food & beverage, wholesale, manufacturing and basic industries and retail. It invests in equity securities and debt transactions through preferred stock, common stock, warrants, options, senior secured debt, subordinated debt, subordinated loans, first lien debt, mezzanine loans, and distressed debt securities and private equity co-investments. It seeks to invest in companies based in the United States. The fund seeks to invest between $10 million and $100 million cross the capital structure (senior secured loans, subordinated debt, and other investments) in its portfolio companies with EBITDA between $10 to $50 million. Its mezzanine loans, senior secured loans, and other investments in its portfolio companies are between $15 million and $50 million. The fund may also make non-control equity and debt investments.
TriplePoint Venture Growth BDC logo

TriplePoint Venture Growth BDC

NYSE:TPVG
TriplePoint Venture Growth BDC Corp. is a business development company specializing investments in venture capital-backed companies at the growth stage investments. It also provides debt financing to venture growth space companies which includes growth capital loans, secured and customized loans, equipment financings, revolving loans and direct equity investments. The fund seeks to invest in e-commerce, entertainment, technology and life sciences sector. Within technology the areas of focus include: Security, wireless communication equipments, network system and software, business applications software, conferencing equipments/services .big data, cloud computing, data storage, electronics, energy efficiency, hardware, information services, internet and media, networking, semiconductors, software, software as a service, and other technology related subsectors and within life sciences the areas of focus include: biotechnology, bio fuels/bio mass, diagnostic testing and bioinformatics, drug delivery, drug discovery, healthcare information systems, healthcare services, medical, surgical and therapeutic devices, pharmaceuticals and other life science related subsectors. Within growth capital loans it invests between $5 million and $50 million, for equipment financings it invests between $5 million and $25 million, for revolving loans it invests between $1 million and $25 million, and for direct equity investments it may invest between $0.1 million and $5 million (generally not exceeding 5% of the company's total equity). The debt financing products are typically structured as lines of credit and it invests through warrants and secured loans. It targeted returns between 10% and 18%. It does not take board seat in the company.