NON-LISTED BDCs


Non-listed BDCs, also known as lifecycle BDCs, suffered steep net asset value declines of 12.5% in 2015 and negative total returns of 3.4%. And, non-listed BDCs have posted lower net asset values in 2017. Investors need to understand the risks associated with non-listed BDCs, so that they can more informed investment decisions and set appropriate return expectations with their clients.

Summit Investment Research is the industry leader in the research and analysis of non-listed BDCs. As of 3Q17, Summit’s research covered 18 non-listed BDCs, and Summit closely monitors new registrations. Corporate Capital Trust II and Owl Rock Capital II were recently added to our coverage.

Summit’s non-listed BDC analysis provides in-depth insights into the non-listed BDC’s performance, investment risk, and financing risk. Our reports also benchmark the non-listed BDC’s performance against its peer non-listed BDCs to understand comparative performance and risk.


Our 3Q17 non-listed BDC reports are now available.


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