BeBeez Trading Floor roundup with eToro support about the performances of private capital firms listed on global exchanges.
Paris-listed Tikehau Capital (+10.5%) keeps attracting the investors’ money given the rigorous lending policy of its private credit unit (see here a previous post by BeBeez).
US Business Development Corporations (BDCs) are in turmoil for mirrored reasons. Market participants fear that artificial intelligence may impact the business of several IT and software firms that attracted light covenant loans.
On 25 February, Wednesday, NYSE-listed FS KKR Capital Corp (-16.4%) said it carried on a 244 million US Dollars write off (2% of the investments portfolio) for a NAV per share of 20.89 US Dollars in 4Q25 (21,99 US Dollars in 3Q25) and a 0,48 US Dollars quarterly dividend (0,70 US Dollars) (press release and investors presentation).
Investors recently expressed concerns for the lending policy of NYSE-listed Blue Owl also (see here a previous post by BeBeez).
Perpetual compounders like Stockholm-listed Investor AB (+2.7%), an investment firm of the Wallenberg Family, and Milan-listed Italmobiliare (+2.2%) have limited leverage while their constant growth of NAV per share is a proof of resiliency. Such groups and Canadian NYSE-listed Brookfield Infrastructure Partners (+1.3%) are less exposed to the software sector but more active in AI infrastructure.
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