Fidus Investment Corporat... (FDUS)

BDCs are in trouble. It is not only interest rates but also other factors such as tight dividend coverage levels, debt-saturated balance sheets, and spread compression that introduce risks. In my view...

FDUS has one of the best 11% yields in the market. We discuss what makes it a premier BDC. I discuss what it would take for me to add it to my portfolio.

BDCs have already experienced a notable correction. The sector median P/NAV metric indicates ~12% discount to NAV. Many players are priced even below that.

Fidus Investment is a 'Buy' for income investors, offering a near-11% dividend yield and strong portfolio fundamentals. FDUS specializes in first-lien debt within the lower middle market, providing at...

14 BDCs have base dividend coverage levels between 100% and 105%. 16 BDCs have them already below 100%. Given the unfavorable future earnings outlook, a system-wide BDC dividend cutting process is ver...

We catch up on Q2 results of the Business Development Company Fidus Investment. FDUS is focused on the lower middle market direct lending market and trades at a 10.7% total dividend yield with a 9% pr...

Caring about dividends can increase our returns, but caring about NAV can save our portfolio. Return and NAV protection must go hand in hand, because there can be no sustainable return without protect...

We take a look at the action in business development companies through the second week of August and highlight some of the key themes we are watching. BDCs traded flat this week, with earnings reports...

We are in a 'hated bull market' with record highs despite weak economic fundamentals and tight fixed income spreads. High-risk assets like BDCs are especially vulnerable in this environment, making th...

Upgrading Fidus Investment to a buy due to resilient earnings, strong dividend coverage, and declining non-accruals despite a challenging macro environment. FDUS's portfolio is well-diversified, prior...