Post #2049754
2026-05-01 04:35 UTC
this is a little bit hyped though, most investors can take their money out, the funds have just applied the rules. These are unlisted funds, so withdrawals are mostly capped at 5% a month. Retail investors and unlisted funds are a stupid idea though.
Quite a few are trying to take their money out to arbitrage the listed funds, which are now "undervalued" compared to the unlisted funds
That said, there's a lot of opaqueness in BDC's so eyes wide open. However I recently went long on Ares capital (a small amount), MAIN is the biggest but still overvalued IMO. Id give Blue Owl a miss, at least until the dust stlettles.
https://stockanalysis.com/stocks/arcc/
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