Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

BBDC Relative to the S&P 500

BBDC Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the Barings BDC, Inc. (NYSE:BBDC) seasonal charts above shows that a Buy Date of May 5 and a Sell Date of September 12 has resulted in a geometric average return of 5.79% above the benchmark rate of the S&P 500 Total Return Index over the past 17 years. This seasonal timeframe has shown positive results compared to the benchmark in 14 of those periods. This is a very good rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 17 years by an average of 6.5% per year.

The seasonal timeframe correlates Poorly with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

Barings BDC Inc operates as a closed-end, non-diversified investment company and has elected to be treated as a business development company. The company’s investment objective is to generate current income by investing directly in privately held middle-market companies to help these companies fund acquisitions, growth, or refinancing. Barings employs fundamental credit analysis and targets investments in businesses with low levels of cyclicality and operating risk relative to other businesses in this market segment. The holding size of each position will generally be dependent upon a number of factors including total facility size, pricing and structure, and the number of other lenders in the facility.

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Stocks mentioned in this post: BBDC