Nuveen Churchill Direct L... (NCDL)

My BDC Portfolio: 2 Months In And A Clear Alpha Performance

Nuveen Churchill Direct Lending Corp. is a strong BDC pick, with a rock-solid portfolio and significant focus on first-lien debt investments. NCDL's portfolio includes 210 companies with an average EB...

NEW YORK--(BUSINESS WIRE)--Nuveen Churchill Direct Lending Corp. (NYSE: NCDL) (“NCDL” or “the Company”), today announced it will report its financial results for the first quarter ended March 31, 2025...

We take a look at the action in business development companies through the first week of April and highlight some of the key themes we are watching. BDCs faced significant losses, with average returns...

Nuveen Churchill Direct Lending delivered a solid performance in 2024, growing both net and total investment income year-over-year despite a slight decline in the bottom line per share. NCDL's portfol...

This is my first BDC portfolio monthly performance review article. The good news is that the portfolio has done its job, outperforming the two BDC benchmarks - PBDC and BIZD. Yet, on an absolute basis...

We take a look at the action in business development companies through the first week of March and highlight some of the key themes we are watching. BDCs had a tough week despite a strong finish on th...

We take a look at the BDC Nuveen Churchill Direct Lending Q4 results. NCDL trades at a 13.1% dividend yield and a 7% discount to book. The company's portfolio focuses on the tech and healthcare sector...

My thesis on Nuveen Churchill Direct Lending has started to play out nicely. NCDL has managed to register a decent alpha right in the moment when the BDC has been subject to elevated volatility. Consi...

As a structural BDC bull I have to admit that the period of BDCs consistently surprising us on the upside has come to an end. Many lower quality BDCs have already cut their dividends to sync their cas...