Topics covered: Stable BDC Fundamentals, Slowed BDC Portfolio Growth, Oil Price Impact, Macro Impact on BDCs, Importance of Asset Quality, Divergence in BDC Types, Changing Management Focus, BDC Competition
Companies covered: CIFC Corp. (NASDAQ:CIFC), Ares Capital Corporation (NASDAQ:ARCC), General Electric Company (NYSE:GE), Fifth Street Finance Corp. (NASDAQ:FSC), Triangle Capital Corporation (NYSE:TCAP)