Q1 2026 Investor Update: Recording Now Available

Steady Through the Stress Test

Missed the live session? Nelson Chu (Founder & CEO) and Prath Reddy, CFA (President) cover Q1 performance, the BDC redemption gating event, two fraud-driven bankruptcies, a geopolitical shock that moved oil over 70%, and what a software sector selloff meant for concentrated BDC credit books.

The numbers: $367M AUM (all-time high), 11.5% net returns for the trailing twelve months after losses, zero Q1 charge-offs. No investors were gated. Read the full Q1 2026 Retrospective for the data and written analysis.

Continue exploring:

• Q1 2026 Retrospective — full performance tables, workout detail, and 2026 outlook
• Secondary Markets — view and place bids to buy and sell eligible deal positions before maturity
• Deals in Workout — latest status for every borrower program in the portfolio, updated quarterly
• View Deals — new offerings available now