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Posted by
Two Blokes Jul 27 -
Filed in
Stock
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CSWC remains a top internally-managed BDC with a strong track record, but recent price recovery and premium valuation warrant caution. The portfolio's focus on first-lien debt and improving credit quality are positives, though some portfolio companies face challenges under current rates. Preliminary Q1 2026 results show improving non-accruals and stable NII, but NAV continues to edge lower, requiring close monitoring.
