Letters by company

Goldman Sachs BDC, Inc.

2 letters discussing GSBD. Everything written about it on this site is on its ticker page.

Aristotle Funds Aristotle Ultra Short Income Fund Commentary Aristotle Ultra Short Income Fund emphasized investment-grade corporates, AAA CLO debt and senior ABS while keeping a credit bias and longer-than-benchmark duration. The portfolio favored global systemically important banks, utilities, selective office REITs and data-center technology issuers, while remaining cautious on consumer cyclicals, healthcare names facing M&A pressure and retail. second quarter of 2026 —
Matrix Asset Advisors Capital Markets Commentary and Quarterly Report: 2nd Quarter 2026 Matrix Asset Advisors added Consumer Staples, Healthcare and selected pressured Technology names while trimming holdings that had become oversized or reached target prices. The firm initiated Abbott Laboratories and McDonald’s in its dividend strategy, reduced equity overweighting in balanced accounts, and continued to favor bonds maturing within five years. 2nd Quarter 2026 ABT $175BMCD $169B