Consensus lender mark moved from 100 to 93 cents on cost at 2025-03-31

Why now: State NEW at the 2025-03-31 quarter end, readable when the filing landed on 2025-05-14.

Buyer classes for this family: Private credit lenders, PE sponsors, Special situations funds, Restructuring advisers, LPs and allocators.

funded debt at cost held by BDC lenders

$56.8M known

basis KNOWN

State

New

Historical signal

2.38x subsequent non accrual rate vs population

median 139 days of warning

Lenders

5

Confidence

0.90

5 BDC lender(s) hold $57M of funded debt at cost; no sponsor bridged. Borrowers this screen flags reached non-accrual at 2.38x the population rate within a year, median warning 139.0 days (stage-6 harness, non-accrual outcome). Non-accrual is the lender's own determination, not a court's: this is a mark signal, not a default prediction.

DFX product: Credit Attention / portfolio monitor

• Bruce Allen Karsh · Co-Chairman, Chief Investment Officer · OAKTREE FUND ADVISORS, LLC
• Sheldon Michael Stone · Principal · OAKTREE FUND ADVISORS, LLC
• Faith Rosenfeld · Chief Administrative Officer · HPS ADVISORS, LLC
• Purnima Puri · Board Member · HPS ADVISORS, LLC
• Thomas James Gahan · Chairman, Chief Investment Officer · FRANKLIN BSP CAPITAL ADVISER LLC