Aristotle Small/Mid Cap Equity WM Q3 2026 Portfolio Activity

We believe Bentley Systems is attractive due to its strong free cash flow, high customer retention, and durable competitive advantages trading at a discount to our estimates of its long-term intrinsic value. We believe U.S. Physical Therapy may benefit from an aging population, increasing demand for outpatient rehabilitation services, and continued market consolidation. We exited the Essential Utilities position as the share price appreciated reducing the stock's potential upside and made its risk/reward profile less compelling redeploying the capital into what we view as higher conviction opportunities.

Seeking Alpha • Oct 23, 2026

The More They Drop, The More I Buy: 11%+ Yields With Massive Upside

Every so often, the market hands investors high-yielding opportunities on a platter after throwing out the baby with the bathwater. I detail why I think there are certain BDCs that this applies to right now. I discuss the specifics of what I am looking for as well as some of my top picks of the moment.

Seeking Alpha • Oct 23, 2026

Buy 7 October Dividend Power Dogs If You Dare

Invesco Mortgage Capital (IVR), MFA Financial (MFA), and five others lead the October Dividend Power list with high yields and 'safer' dividends backed by free cash flow. Top ten Dividend Power stocks are projected to deliver average net gains of 86.23% by October 2027, with analyst targets indicating significant upside potential. Dividend Power strategy focuses on high earnings yield and top dividend yield, favoring underpriced, high-yielding 'underdog' stocks for contrarian, income-focused investors.

Seeking Alpha • Oct 14, 2026

SLR Investment Corp. Schedules the Release of its Financial Results for the Quarter Ended September 30, 2026

NEW YORK, Oct. 01, 2026 (GLOBE NEWSWIRE) -- SLR Investment Corp. (the “Company”) (NASDAQ: SLRC) today announced that it will release its financial results for the quarter ended September 30, 2026 on Tuesday, November 3, 2026 after the close of the financial markets. The Company will host an earnings conference call and audio webcast at 10:00 a.m.

GlobeNewsWire • Oct 1, 2026

10%+ Yields: 2 Big Dividends For Cents On The Dollar

Every so often, I find a double-digit yield that is worth buying. I detail two opportunities that I believe are attractive buys due to their sound fundamentals, fully covered 10%+ yields, and deep discounts. I discuss the risk-reward profiles for each.

Seeking Alpha • Sep 30, 2026

Dividend Power: 8 'Safer' Ideal Dogs Are September Value Buys

Dividend Power strategy highlights 35 high-yield, low-valuation stocks, with 11 showing 'safer' dividends backed by free cash flow. Top ten Dividend Power stocks are projected to deliver an average 55.36% net gain by September 2027, with individual upside estimates up to 94.97%. Financials dominate the list, and eight stocks meet the IDEAL 'safer' criteria: dividends from $1K invested exceed share price and are covered by free cash flow.

Seeking Alpha • Sep 11, 2026

Dividend Bargain Hunting: SLRC Offers 10% Yield At A Historic Discount Price

SLR Investment Corp. trades at a historic 30% discount to NAV, offering a ~10% yield and deep portfolio diversification. The BDC emphasizes asset-based and equipment finance loans, with negligible software exposure and only 1.8% of its portfolio (fair value) in non-accruals. SLRC maintains disciplined underwriting, prioritizes liquid collateral and first-lien structures, and holds significant insider ownership.

Seeking Alpha • Sep 9, 2026

SLR Investment: Collecting 9.4% Yield While Waiting For Growth

SLR Investment remains a hold as earnings stagnate and NAV trends lower, despite a 9.4% dividend yield supported by current income. SLRC trades at a 27% discount to NAV, deeper than its historical average, reflecting persistent NAV declines and muted portfolio growth. Net investment income per share held steady at $0.33, but portfolio activity remains insufficient to drive meaningful earnings growth or NAV stabilization.

Seeking Alpha • Aug 10, 2026

SLR Investment Q2 Earnings Call Highlights

SLR Investment NASDAQ: SLRC reported second-quarter 2026 net investment income of $0.33 per share and net income of $0.15 per share, as the business development company continued to emphasize specialty finance lending amid what executives described as a more challenging direct-lending environment.

MarketBeat • Aug 5, 2026

SLR Investment Corp. (SLRC) Q2 2026 Earnings Call Transcript

SLR Investment Corp. (SLRC) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 5, 2026