Fidus Investment (FDUS)

• Market cap: $721M
• 1 day: -0.05%
• 5 days: 0.47%
• 1 month: 11.31%
• 3 months: 5.77%
• 6 months: 6.51%
• Year to date: 8.30%
• 1 year: 8.91%
• 5 years: 38.14%
• 10 years: 41.45%

About: Fidus Investment Corp is an externally managed, closed-end, non-diversified management investment company that has elected to be treated as a business development company. The company provides customized debt and equity financing solutions to lower middle-market companies. Its investment objective is to provide attractive risk-adjusted returns by generating both current income from debt investments and capital appreciation from equity related investments. The company's portfolio of investments is comprised of securities of companies from different industries such as, Information Technology Services, Business Services, Healthcare Products among others.

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

558% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $196K

25% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 36

2.88% less ownership

Funds ownership: 25.98% [Q2] → 23.1% (-2.88%) [Q3]

5% less funds holding

Funds holding: 114 [Q2] → 108 (-6) [Q3]

6% less capital invested

Capital invested by funds: $160M [Q2] → $150M (-$9.65M) [Q3]

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18