Post by Alternatives Investor

Reuters reported that Goldman Sachs BDC’s Q1 2026 repurchase requests came in just under the typical 5% quarterly cap and were fully met, unlike some peers that have recently prorated at their limits. Goldman argues the strain is uneven across non-traded BDCs, citing a more diversified, institutionally oriented capital more tolerant of illiquidity. Most non-traded BDCs cap quarterly repurchases to avoid forced selling in less-liquid assets, so staying below the cap can signal a less sentiment-sensitive investor mix. Higher repayments and sale proceeds are a key “natural” liquidity source, and a sizable institutional mandate pipeline suggests institutional demand persists even amid negative media coverage (justified or unjustified). https://lnkd.in/dJUBEtPY #PrivateCredit #GoldmanSachs #AlternativeInvestments #PrivateMarkets #InstitutionalInvestors #CreditMarkets #AssetManagement #InvestingInsights #LiquidityManagement #FinancialMarkets #InvestmentStrategy #BDC #MarketTrends #CapitalMarkets #FundManagement Goldman Sachs BlackRock Blackstone Ares Management KKR The Carlyle Group Brookfield