Sixth Street Specialty Le... (TSLX)

Currently, an average BDC trades at an 8% discount to NAV. However, those with high dividend cut probabilities have 20%+ discounts. Many of these heavily punished BDCs are busts.

TSLX is one of the best BDCs in the game. It has delivered excellent results in Q1, 2025, while most other peers have been struggling. Yet, TSLX investment case is not as straightforward.

The current environment is uniquely challenging, with uncertainty persisting and no clear catalyst for a recovery. Growth is richly priced, and, in my view, an unattractive space. This makes value and...

TSLX offers a strong 8.9% dividend yield with robust coverage, making it appealing for income-focused investors despite sector headwinds. The portfolio is well-diversified, with 93% in first lien seni...

We take a look at the action in business development companies through the last week of May and highlight some of the key themes we are watching. BDCs posted strong returns in May. TSLX's claims of lo...

BDCs are high-risk assets. It means that buy and hold forever strategy might be suboptimal. Yet, there are exceptions.

We take a look at the action in business development companies through the first week of May and highlight some of the key themes we are watching. BDCs fell around 1.5% this week due to a couple of we...

Trump's tariffs have escalated into a U.S.-China trade war, creating a riskier environment for BDCs, likely impacting their portfolio performance. TSLX's strong portfolio, focused on first-lien debt a...

Berkshire Hathaway famously doesn't pay a dividend, but these high yield stocks do, and trade at attractive valuations. Sixth Street Specialty Lending provides a 10.1% yield, conservative middle-marke...

Sixth Street Specialty Lending, Inc. (NYSE:TSLX ) Q1 2025 Results Conference Call May 1, 2025 8:30 AM ET Company Participants Cami VanHorn - Head, Investor Relations Joshua Easterly - Chief Executive ...