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OBDCIn depth · 4/5Save idea

Public BDCs trade at attractive discounts

The bull case argued for publicly traded Business Development Companies (BDCs) is that they offer a highly discounted entry point relative to their private counterparts amid unwarranted market panic.

The argument

The speakers discussed how private credit redemption headlines have created a misplaced sense of systemic risk. While private BDCs are still marked at full net asset value (NAV) and restrict redemptions, public BDCs like OBDC trade at steep discounts (e.g., 25%) to their NAV, presenting a compelling arbitrage for investors willing to tolerate daily price volatility.

The thesis, stress-tested
✓ What validates it
  • Publicly traded BDCs closing the discount gap to NAV
  • Stabilization of redemption requests in legacy private credit funds
▸ Risks discussed
  • High concentration of software loans (averaging 25% in some portfolios) which have historically lower recovery rates (30-35%) in restructurings
  • Loosened underwriting standards due to massive capital inflows during the 'best of times'
Hear it yourself
"Oh, by the way, the public one, selling at a 25% discount to NAV. The private one, they're still marking it up like it's, like it's 1999. Crazy. Why would you put your money into a private one now?"
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OBDC: Public BDCs trade at attractive discounts · Zortix