Fidus Investment Q2: Yet Another Quarter Which Confirms The Bull Case

Galeanu Mihai I have been covering Fidus Investment (NASDAQ:FDUS) since late December last year, and issuing follow-up articles after each earnings report. The overarching investment thesis is based on durable cash flow that is underpinned by a strong portfolio base operating in inherently defensive industries. In other words, FDUS is one of the few BDCs out there, where investors could really count on capturing the base dividends in a sustainable manner even if the interest rates fall back to extremely acc ...