Sixth Street Specialty Lending(TSLX)
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Sixth Street Specialty Lending: Alpha From Underwriting (NYSE:TSLX)
Seeking Alpha· 2026-02-20 09:30
Rubicon Associates is headed by a Chartered Financial Analyst charter holder with over 20 years of experience in the investment management industry focused on the analysis, investment and management of fixed income and preferred stock portfolios as well as asset allocation and macro portfolios. Over the years, he has analyzed and invested in both public and private companies around the world as well as advised institutional clients on fixed income strategies, manager selection, and asset allocation. The pri ...
Sixth Street Specialty Lending: The 9.6% Dividend Yield Could Be Attractive Against Low Nonaccruals Rate
Seeking Alpha· 2026-02-19 03:24
Group 1 - Sixth Street Specialty Lending (TSLX) has experienced a sustained dip since September, attributed to weakness in total and net investment income due to recent Fed rate cuts and market fears [1] - The equity market is described as a powerful mechanism that can lead to significant wealth creation or destruction over the long term [1] - Pacifica Yield aims to focus on long-term wealth creation by targeting undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1]
Sixth Street Specialty: Far From The Beginning Of The End (NYSE:TSLX)
Seeking Alpha· 2026-02-17 05:18
Sixth Street Specialty Lending, Inc. ( TSLX ) is arguably one of the most well-known BDCs out there. Investors, who have spent a bit of time researching the sector and gone beyond just index (Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other polic ...
Sixth Street Specialty: Far From The Beginning Of The End
Seeking Alpha· 2026-02-17 05:18
Core Insights - Sixth Street Specialty Lending, Inc. (TSLX) is recognized as one of the most prominent Business Development Companies (BDCs) in the market [1] Company Overview - TSLX has established a strong reputation among investors who have conducted thorough research in the sector beyond just index tracking [1] Analyst Background - Roberts Berzins, with over a decade of experience in financial management, has contributed to shaping financial strategies for top-tier corporates and has worked on institutionalizing REIT frameworks in Latvia [1] - His efforts include developing national SOE financing guidelines and frameworks to channel private capital into affordable housing [1] - Berzins holds a CFA Charter and an ESG investing certificate, and has experience with the Chicago Board of Trade [1]
Morgan Stanley Direct Lending - Be Patient
Seeking Alpha· 2026-02-16 02:46
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, including a $20 billion short-duration fund [1] Investment Strategy - The firm has experience analyzing and investing in both public and private companies globally, advising institutional clients on fixed income strategies, manager selection, and asset allocation [1] - Rubicon Associates has contributed written content for platforms such as Seeking Alpha, Learn Bonds, and TheStreet.com, in addition to advising both institutional and private investors [1]
Sixth Street Specialty Lending targets 11–11.5% ROE for 2026 as it expands investment flexibility with new joint venture (NYSE:TSLX)
Seeking Alpha· 2026-02-13 19:38
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Sixth Street Specialty Lending Q4 Earnings Call Highlights
Yahoo Finance· 2026-02-13 18:28
Stanley reiterated that supplemental dividends are limited so that any net asset value (NAV) decline over the preceding two quarters, inclusive of supplemental payments, does not exceed $0.15 per share, a framework the company has used since it began paying supplemental dividends in 2017.A supplemental dividend of $0.01 per share payable March 20 to shareholders of record Feb. 27, capped under the company’s distribution framework.A base quarterly dividend of $0.46 per share payable March 31 to shareholders ...
Sixth Street Specialty Lending, Inc. 2025 Q4 - Results - Earnings Call Presentation (NYSE:TSLX) 2026-02-13
Seeking Alpha· 2026-02-13 15:18
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Sixth Street Specialty Lending(TSLX) - 2025 Q4 - Earnings Call Transcript
2026-02-13 14:32
Sixth Street Specialty Lending (NYSE:TSLX) Q4 2025 Earnings call February 13, 2026 08:30 AM ET Company ParticipantsBo Stanley - CEOBrian McKenna - Director of Equity ResearchCami Senatore - Head of Investor RelationsFinian O'Shea - DirectorIan Simmonds - CFOKen Lee - VPPaul Johnson - VPRobert Dodd - DirectorRoss Bruck - Managing Director and Head of Investment StrategyConference Call ParticipantsArren Cyganovich - Senior AnalystRick Shane - Managing Director and Senior Equity Research AnalystSean-Paul Adams ...
Sixth Street Specialty Lending(TSLX) - 2025 Q4 - Earnings Call Transcript
2026-02-13 14:32
Sixth Street Specialty Lending (NYSE:TSLX) Q4 2025 Earnings call February 13, 2026 08:30 AM ET Company ParticipantsBo Stanley - CEOBrian McKenna - Director of Equity ResearchCami Senatore - Head of Investor RelationsFinian O'Shea - DirectorIan Simmonds - CFOKen Lee - VPPaul Johnson - VPRobert Dodd - DirectorRoss Bruck - Managing Director and Head of Investment StrategyConference Call ParticipantsRick Shane - Managing Director and Senior Equity Research AnalystSean-Paul Adams - Research AnalystOperatorGood m ...