Company Overview - Rubicon Associates is led by a Chartered Financial Analyst with over 20 years of experience in investment management, focusing on fixed income and preferred stock portfolios, as well as asset allocation and macro portfolios [1] - The principal has managed nearly $7 billion in credit investments and oversaw research and trading activities in the credit market [1] - The firm has also managed a short-duration fund worth $20 billion and served as Chief Strategist at a wealth management firm [1] Investment Strategy - Rubicon Associates has experience analyzing and investing in both public and private companies globally [1] - The firm provides advisory services to institutional clients on fixed income strategies, manager selection, and asset allocation [1] - Rubicon Associates has contributed articles to platforms such as Seeking Alpha, Learn Bonds, and TheStreet.com, in addition to advising both institutional and private investors [1]

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PresentationPablo ZuanicZuanic & Associates Doing fine, doing fine. Look, I mean, we're all waiting for that well. We were waiting for January 31, right? But now we're waiting, I guess, for February 15, from February 28 but we'll get to that. The focus of the call for the audience, it's about sale-leaseback about the NewLake Capital Partners business, what the stock can offer in the current macro context. And of course, we're also touch on macro things like rescheduling. Anthony, a brief introduction about ...

Topicz said overall credit performance “generally remains solid,” with approximately 89% of the portfolio at fair value in the company’s highest-performing internal rating categories. Non-accruals remained low at 0.8% of the portfolio at fair value, which management said is well below the BDC peer average.Chief Operating Officer Tim Topicz said the supplemental dividend will be evaluated quarterly and “will seek to distribute 50% of the earnings in excess of $0.33 per share .”In light of the industry headwi ...

Golub Capital BDC (NasdaqGS:GBDC) Q1 2026 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsChristopher Ericson - CFODavid Golub - CEOEthan Kaye - VP of Equity ResearchFinian O'Shea - DirectorRobert Dodd - DirectorTim Topicz - Directorof the Global Product GroupConference Call ParticipantsPaul Johnson - Equity Research AnalystOperatorHello everyone, and welcome to GBDC's earnings call for the fiscal quarter ended December 31st, 2025. Before we begin, I'd like to take a moment to remind our lis ...

Golub Capital BDC (NasdaqGS:GBDC) Q1 2026 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsChristopher Ericson - CFODavid Golub - CEOEthan Kaye - VP of Equity ResearchFinian O'Shea - DirectorRobert Dodd - DirectorTim Topicz - Directorof the Global Product GroupConference Call ParticipantsPaul Johnson - Equity Research AnalystOperatorHello everyone, and welcome to GBDC's earnings call for the fiscal quarter ended December 31st, 2025. Before we begin, I'd like to take a moment to remind our lis ...

Golub Capital BDC (NasdaqGS:GBDC) Q1 2026 Earnings call February 05, 2026 10:00 AM ET Speaker4Hello everyone, and welcome to GBDC's earnings call for the fiscal quarter ended December 31st, 2025. Before we begin, I'd like to take a moment to remind our listeners that remarks made during this call may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Statements other than statements of historical facts made during this call may constitute forward-l ...

GOLUB CAPITAL BDC, INC. EARNINGS PRESENTATION QUARTER ENDED DECEMBER 31, 2025 Confidential | for discussion purposes only Disclaimer Some of the statements in this presentation constitute forward-looking statements, which relate to future events or our future performance or financial condition. The forward-looking statements contained in this presentation involve risks and uncertainties, including statements as to: our future operating results; our business prospects and the prospects of our portfolio compa ...

Golub Capital BDC (GBDC) came out with quarterly earnings of $0.38 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.39 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this business development company would post earnings of $0.39 per share when it actually produced earnings of $0.39, delivering no surprise.Over the last four quarters, the company has surpassed consensus EPS estimates just once.Golub Capital B ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 ______________________________________________________________________________________________________ FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission File Number 814-00794 Golub Capital BDC ...