-
Posted by
Two Blokes May 5 -
Filed in
Stock
-
1 view
GBDC's valuation dropped due to Trump's tariffs, making it a potentially attractive investment despite a riskier economic environment. GBDC's high first-lien debt exposure and manageable non-accruals make it a quality BDC, though not as strong as BXSL or MSDL. Lower interest rates could benefit BDCs by improving liquidity and reducing non-accrual risks, contrary to popular belief.
