BDC Best Ideas Recap: Week Ended November 1, 2024
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BDC Best Ideas Recap: Week Ended November 1, 2024

The first week of BDC earnings season has kept us very busy updating the Expected Return Table. In most cases the numbers have come in as expected but there are a few exceptions. So far, not so bad for the IIIQ, but the market is taking a glum view of what they're hearing.

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