Ratings by Compass Point (Casey Alexander)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 4/16/2026 | TriplePoint Venture Growth | TPVG | Maintain | Neutral (N/A) |
|
Details | ||
| 4/14/2026 | Runway Growth Finance Corp. | RWAY | Maintain | Buy (N/A) |
|
Details | ||
| 3/23/2026 | Runway Growth Finance Corp. | RWAY | Maintain | Buy (N/A) |
|
Details | ||
| 3/12/2026 | Acushnet Holdings | GOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 3/10/2026 | Solar Capital | SLRC | Upgrade | Buy (Neutral) |
14.45 (12.92) |
-10.59% | Details | |
| 3/2/2026 | Blackstone Secured Lending Fund | BXSL | Maintain | Buy (N/A) |
|
Details | ||
| 2/23/2026 | Blue Owl Technology Finance Corp. | OTF | Maintain | Buy (N/A) |
|
Details | ||
| 1/20/2026 | Saratoga Investment | SAR | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2026 | Topgolf Callaway Brands | MODG | Maintain | Buy (N/A) |
|
Details | ||
| 12/8/2025 | Solar Capital | SLRC | Maintain | Neutral (N/A) |
|
Details | ||
| 12/1/2025 | Blue Owl Capital Corp. | OBDC | Maintain | Buy (N/A) |
|
Details | ||
| 11/19/2025 | Topgolf Callaway Brands | MODG | Maintain | Buy (N/A) |
|
Details | ||
| 11/13/2025 | Topgolf Callaway Brands | MODG | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2025 | MidCap Financial Investment Corp | MFIC | Downgrade | Neutral (Buy) |
12.03 (10.40) |
-13.55% | Details | |
| 11/6/2025 | Acushnet Holdings | GOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 8/25/2025 | Barings BDC Inc. | BBDC | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2025 | Blue Owl Capital Corp. | OBDC | Maintain | Buy (N/A) |
|
Details | ||
| 7/14/2025 | Saratoga Investment | SAR | Maintain | Neutral (N/A) |
|
Details | ||
| 6/18/2025 | Blue Owl Technology Finance Corp. | OTF | New Coverage | Buy (N/A) |
0.00 (10.90) |
0% | Details | |
| 6/9/2025 | Saratoga Investment | SAR | Downgrade | Neutral (Buy) |
24.41 (22.41) |
-8.19% | Details | |
| 5/30/2025 | HCI Group | HCI | Upgrade | Buy (Neutral) |
162.85 (149.82) |
-8% | Details | |
| 5/20/2025 | Runway Grouwth Finance Corp. | RWAY | Maintain | Buy (N/A) |
|
Details | ||
| 5/5/2025 | Acushnet Holdings | GOLF | Downgrade | (Buy) |
66.53 (87.78) |
31.94% | Details | |
| 4/1/2025 | Runway Grouwth Finance Corp. | RWAY | Maintain | Buy (N/A) |
|
Details | ||
| 3/20/2025 | Newtek Business Services | NEWT | Maintain | Neutral (N/A) |
|
Details | ||
| 3/18/2025 | TriplePoint Venture Growth | TPVG | Maintain | Neutral (N/A) |
|
Details | ||
| 3/13/2025 | MidCap Financial Investment Corp | MFIC | Maintain | Buy (N/A) |
|
Details | ||
| 3/10/2025 | Solar Capital | SLRC | Maintain | Neutral (N/A) |
|
Details | ||
| 3/5/2025 | HCI Group | HCI | Maintain | Neutral (N/A) |
|
Details | ||
| 2/26/2025 | Topgolf Callaway Brands | MODG | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2025 | Saratoga Investment | SAR | Maintain | Buy (N/A) |
|
Details | ||
| 12/5/2024 | TriplePoint Venture Growth | TPVG | Maintain | Neutral (N/A) |
|
Details | ||
| 12/4/2024 | Topgolf Callaway Brands | MODG | Maintain | Buy (N/A) |
|
Details | ||
| 12/2/2024 | HCI Group | HCI | Maintain | Neutral (N/A) |
|
Details | ||
| 12/2/2024 | Barings BDC Inc. | BBDC | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2024 | Solar Capital | SLRC | Maintain | Neutral (N/A) |
|
Details | ||
| 11/15/2024 | Blackstone Secured Lending Fund | BXSL | Maintain | Buy (N/A) |
|
Details | ||
| 11/14/2024 | Runway Grouwth Finance Corp. | RWAY | Maintain | Buy (N/A) |
|
Details | ||
| 10/21/2024 | HCI Group | HCI | Downgrade | Neutral (Buy) |
119.86 (149.82) |
25% | Details | |
| 10/11/2024 | Saratoga Investment | SAR | Maintain | Buy (N/A) |
|
Details | ||
| 10/8/2024 | HCI Group | HCI | Maintain | Buy (N/A) |
|
Details | ||
| 8/15/2024 | Runway Grouwth Finance Corp. | RWAY | Upgrade | Buy (Neutral) |
10.10 (6.28) |
-37.82% | Details | |
| 8/13/2024 | Topgolf Callaway Brands | MODG | Maintain | Buy (N/A) |
|
Details | ||
| 7/11/2024 | Saratoga Investment | SAR | Upgrade | Buy (Neutral) |
23.07 (22.41) |
-2.86% | Details | |
| 6/10/2024 | MidCap Financial Investment Corp | MFIC | Downgrade | Neutral (Buy) |
16.23 (10.40) |
-35.92% | Details | |
| 5/30/2024 | Solar Capital | SLRC | Maintain | Neutral (N/A) |
|
Details | ||
| 5/9/2024 | Blackstone Secured Lending Fund | BXSL | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2024 | Runway Grouwth Finance Corp. | RWAY | Downgrade | Neutral (Buy) |
13.25 (6.28) |
-52.6% | Details | |
| 3/22/2024 | TriplePoint Venture Growth | TPVG | Upgrade | Neutral (Sell) |
9.21 (5.38) |
-41.59% | Details | |
| 3/13/2024 | HCI Group | HCI | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2024 | Runway Grouwth Finance Corp. | RWAY | Maintain | Buy (N/A) |
|
Details | ||
| 3/7/2024 | TriplePoint Venture Growth | TPVG | Downgrade | Sell (Neutral) |
10.87 (5.38) |
-50.51% | Details | |
| 3/5/2024 | MidCap Financial Investment Corp | MFIC | Maintain | Buy (N/A) |
|
Details | ||
| 2/26/2024 | Barings BDC Inc. | BBDC | Maintain | Buy (N/A) |
|
Details | ||
| 2/15/2024 | Topgolf Callaway Brands | MODG | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2024 | Saratoga Investment | SAR | Downgrade | Neutral (Buy) |
25.90 (22.41) |
-13.47% | Details | |
| 11/21/2023 | HCI Group | HCI | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2023 | Newtek Business Services | NEWT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/14/2023 | Runway Grouwth Finance Corp. | RWAY | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2023 | Saratoga Investment | SAR | Maintain | Buy (N/A) |
|
Details | ||
| 8/30/2023 | Newtek Business Services | NEWT | Maintain | Neutral (N/A) |
|
Details | ||
| 8/23/2023 | TriplePoint Venture Growth | TPVG | Upgrade | Neutral (Sell) |
10.61 (5.38) |
-49.29% | Details | |
| 8/17/2023 | HCI Group | HCI | Maintain | Buy (N/A) |
|
Details | ||
| 8/16/2023 | Barings BDC Inc. | BBDC | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2023 | MidCap Financial Investment Corp | MFIC | Upgrade | Buy (Neutral) |
13.73 (10.40) |
-24.25% | Details | |
| 8/3/2023 | TriplePoint Venture Growth | TPVG | Downgrade | Sell (Neutral) |
12.47 (5.38) |
-56.86% | Details | |
| 7/12/2023 | Saratoga Investment | SAR | Maintain | Buy (N/A) |
|
Details | ||
| 5/30/2023 | Solar Capital | SLRC | Maintain | Neutral (N/A) |
|
Details | ||
| 5/17/2023 | HCI Group | HCI | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2023 | Barings BDC Inc. | BBDC | Maintain | Buy (N/A) |
|
Details | ||
| 5/5/2023 | TriplePoint Venture Growth | TPVG | Maintain | Neutral (N/A) |
|
Details | ||
| 4/12/2023 | Newtek Business Services | NEWT | Maintain | Neutral (N/A) |
|
Details | ||
| 3/20/2023 | HCI Group | HCI | Maintain | Buy (N/A) |
|
Details | ||
| 3/13/2023 | TriplePoint Venture Growth | TPVG | Maintain | Neutral (N/A) |
|
Details | ||
| 3/13/2023 | Argo Group Int'l Holdings | ARGO | Maintain | Neutral () |
|
Details | ||
| 2/28/2023 | Blackstone Secured Lending Fund | BXSL | Maintain | Buy (N/A) |
|
Details | ||
| 2/27/2023 | Barings BDC Inc. | BBDC | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2023 | Argo Group Int'l Holdings | ARGO | Downgrade | Neutral (Buy) |
29.19 (29.99) |
2.74% | Details | |
| 2/6/2023 | Solar Capital | SLRC | Downgrade | Neutral (Buy) |
15.90 (14.45) |
-9.12% | Details | |
| 1/19/2023 | HCI Group | HCI | New Coverage | Buy (N/A) |
46.50 (149.82) |
222.19% | Details | |
| 12/13/2022 | TriplePoint Venture Growth | TPVG | Maintain | Neutral (N/A) |
|
Details | ||
| 11/14/2022 | Blackstone Secured Lending Fund | BXSL | Maintain | Buy (N/A) |
|
Details | ||
| 11/14/2022 | Barings BDC Inc. | BBDC | Maintain | Buy (N/A) |
|
Details | ||
| 11/9/2022 | Newtek Business Services | NEWT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/9/2022 | Solar Capital | SLRC | Upgrade | Buy (Neutral) |
13.68 (12.92) |
-5.56% | Details | |
| 11/4/2022 | TriplePoint Venture Growth | TPVG | Maintain | Neutral (N/A) |
|
Details | ||
| 9/12/2022 | Argo Group Int'l Holdings | ARGO | Maintain | Buy (N/A) |
|
Details | ||
| 8/12/2022 | Blackstone Secured Lending Fund | BXSL | Maintain | Buy (N/A) |
|
Details | ||
| 8/9/2022 | Argo Group Int'l Holdings | ARGO | Downgrade | Neutral (Buy) |
32.22 (29.99) |
-6.92% | Details | |
| 8/2/2022 | Apollo Investment | AINV | Maintain | Neutral (N/A) |
|
Details | ||
| 7/8/2022 | Saratoga Investment | SAR | Maintain | Buy (N/A) |
|
Details | ||
| 7/5/2022 | Argo Group Int'l Holdings | ARGO | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2022 | Apollo Investment | AINV | Maintain | Neutral (N/A) |
|
Details | ||
| 3/4/2022 | TriplePoint Venture Growth | TPVG | Maintain | Neutral (N/A) |
|
Details | ||
| 3/4/2022 | Solar Capital | SLRC | Maintain | Neutral (N/A) |
|
Details | ||
| 3/1/2022 | Blackstone Secured Lending Fund | BXSL | Maintain | Neutral (N/A) |
|
Details | ||
| 12/20/2021 | Trinity Capital Inc. | TRIN | Maintain | Buy (N/A) |
|
Details | ||
| 11/22/2021 | Blackstone Secured Lending Fund | BXSL | New Coverage | Neutral (N/A) |
32.25 (23.26) |
-27.88% | Details | |
| 11/11/2021 | Solar Capital | SLRC | Downgrade | Neutral (Buy) |
19.69 (12.92) |
-34.38% | Details | |
| 11/8/2021 | TriplePoint Venture Growth | TPVG | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2021 | Trinity Capital Inc. | TRIN | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2021 | PennantPark Investment | PNNT | Maintain | Buy (N/A) |
|
Details | ||
| 6/7/2021 | Newtek Business Services | NEWT | Downgrade | Neutral (Buy) |
38.70 (12.65) |
-67.31% | Details | |
| 5/25/2021 | Apollo Investment | AINV | Maintain | Neutral (N/A) |
|
Details | ||
| 5/17/2021 | Newtek Business Services | NEWT | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2021 | Acushnet Holdings | GOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 5/10/2021 | Barings BDC Inc. | BBDC | Maintain | Buy (N/A) |
|
Details | ||
| 5/3/2021 | Solar Capital | SLRC | Upgrade | Buy (Neutral) |
18.47 (12.92) |
-30.05% | Details | |
| 4/28/2021 | Acushnet Holdings | GOLF | Upgrade | Neutral (Sell) |
43.23 (87.78) |
103.05% | Details | |
| 4/23/2021 | RLI Corp. | RLI | Maintain | Neutral (N/A) |
|
Details | ||
| 4/20/2021 | Newtek Business Services | NEWT | Upgrade | Buy (Neutral) |
26.51 (12.65) |
-52.28% | Details | |
| 3/24/2021 | Barings BDC Inc. | BBDC | Maintain | Buy (N/A) |
|
Details | ||
| 2/26/2021 | Kinsale Capital | KNSL | Upgrade | Buy (Neutral) |
168.53 (290.20) |
72.19% | Details | |
| 2/23/2021 | Trinity Capital Inc. | TRIN | New Coverage | Buy (N/A) |
15.56 (16.89) |
8.55% | Details | |
| 1/7/2021 | Saratoga Investment | SAR | Maintain | Buy (N/A) |
|
Details | ||
| 12/21/2020 | Callaway Golf | ELY | Downgrade | Neutral (Buy) |
24.74 (21.33) |
-13.78% | Details | |
| 11/24/2020 | Solar Capital | SLRC | Downgrade | Neutral (Buy) |
17.83 (12.92) |
-27.54% | Details | |
| 11/19/2020 | PennantPark Investment | PNNT | Upgrade | Buy (Neutral) |
3.57 (3.89) |
8.96% | Details | |
| 11/11/2020 | Argo Group Int'l Holdings | ARGO | Downgrade | Neutral (Buy) |
41.68 (29.99) |
-28.05% | Details | |
| 11/5/2020 | Owl Rock | ORCC | Upgrade | Buy (Neutral) |
12.06 (13.48) |
11.77% | Details | |
| 11/2/2020 | James River Group Holdings | JRVR | Upgrade | Buy (Neutral) |
46.73 (3.83) |
-91.8% | Details | |
| 10/30/2020 | Callaway Golf | ELY | Upgrade | Buy (Neutral) |
15.20 (21.33) |
40.33% | Details | |
| 10/2/2020 | RLI Corp. | RLI | Maintain | Neutral (N/A) |
|
Details | ||
| 8/14/2020 | PennantPark Investment | PNNT | Maintain | Neutral (N/A) |
|
Details | ||
| 8/11/2020 | FS KKR Group | FSK | Downgrade | Neutral (Buy) |
17.07 (19.36) |
13.42% | Details | |
| 8/7/2020 | Callaway Golf | ELY | Downgrade | Neutral (Buy) |
19.65 (21.33) |
8.55% | Details | |
| 7/31/2020 | Hercules Technology Growth Capital | HTGC | Upgrade | Buy (Neutral) |
11.02 (15.22) |
38.11% | Details | |
| 5/13/2020 | TriplePoint Venture Growth | TPVG | Downgrade | Sell (N/A) |
8.41 (5.38) |
-36.03% | Details | |
| 5/11/2020 | Callaway Golf | ELY | Maintain | Buy (N/A) |
|
Details | ||
| 5/11/2020 | Acushnet Holdings | GOLF | Maintain | Sell (N/A) |
|
Details | ||
| 5/4/2020 | Barings BDC Inc. | BBDC | Upgrade | Buy (Neutral) |
6.62 (8.21) |
24.02% | Details | |
| 4/21/2020 | Acushnet Holdings | GOLF | Downgrade | Sell (Neutral) |
24.38 (87.78) |
260.05% | Details | |
| 4/2/2020 | Barings BDC Inc. | BBDC | Downgrade | Neutral (Buy) |
7.42 (8.21) |
10.65% | Details | |
| 4/2/2020 | TriplePoint Venture Growth | TPVG | Upgrade | Buy (Neutral) |
5.14 (8.41) |
63.62% | Details | |
| 4/2/2020 | Solar Capital | SLRC | Upgrade | Buy (Neutral) |
11.03 (17.83) |
61.65% | Details | |
| 4/2/2020 | Owl Rock | ORCC | Downgrade | Neutral (Buy) |
11.27 (12.06) |
7.01% | Details | |
| 4/2/2020 | Ares Capital | ARCC | Upgrade | Buy (Neutral) |
9.91 (18.68) |
88.5% | Details | |
| 3/12/2020 | Acushnet Holdings | GOLF | Upgrade | Neutral (Sell) |
24.58 (87.78) |
257.12% | Details | |
| 2/28/2020 | Horizon Technology Finance | HRZN | Upgrade | Neutral (Sell) |
11.55 (4.43) |
-61.65% | Details | |
| 2/12/2020 | Callaway Golf | ELY | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2020 | Saratoga Investment | SAR | Upgrade | Buy (Neutral) |
25.13 (22.41) |
-10.82% | Details | |
| 11/12/2019 | Horizon Technology Finance | HRZN | Maintain | Sell (N/A) |
|
Details | ||
| 11/1/2019 | Callaway Golf | ELY | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2019 | Acushnet Holdings | GOLF | Maintain | Sell (N/A) |
|
Details | ||
| 10/29/2019 | Acushnet Holdings | GOLF | Downgrade | Sell (Neutral) |
29.20 (87.78) |
200.62% | Details | |
| 10/9/2019 | Callaway Golf | ELY | Maintain | Buy (N/A) |
|
Details | ||
| 9/16/2019 | Apollo Investment | AINV | Downgrade | Neutral (Buy) |
16.98 (13.65) |
-19.61% | Details | |
| 8/23/2019 | Ares Capital | ARCC | Downgrade | Neutral (Buy) |
18.89 (18.68) |
-1.11% | Details | |
| 8/7/2019 | Apollo Investment | AINV | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2019 | Hercules Technology Growth Capital | HTGC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/2/2019 | Hercules Technology Growth Capital | HTGC | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2019 | PennantPark Investment | PNNT | Downgrade | Neutral (Buy) |
7.10 (3.89) |
-45.21% | Details | |
| 4/15/2019 | Saratoga Investment | SAR | Downgrade | Neutral (Buy) |
23.90 (25.13) |
5.15% | Details | |
| 3/1/2019 | Barings BDC Inc. | BBDC | Upgrade | Buy (Neutral) |
9.81 (8.21) |
-16.31% | Details | |
| 3/1/2019 | Acushnet Holdings | GOLF | Downgrade | Neutral (Buy) |
24.90 (29.20) |
17.27% | Details | |
| 2/25/2019 | Hercules Technology Growth Capital | HTGC | Maintain | Buy (N/A) |
|
Details | ||
| 2/11/2019 | Apollo Investment | AINV | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2019 | Barings BDC Inc. | BBDC | New Coverage | Neutral (N/A) |
9.90 (9.81) |
-0.91% | Details | |
| 1/2/2019 | Acushnet Holdings | GOLF | Upgrade | Buy (Neutral) |
21.07 (24.90) |
18.18% | Details | |
| 12/18/2018 | Callaway Golf | ELY | Upgrade | Buy (Neutral) |
16.63 (21.33) |
28.26% | Details | |
| 11/8/2018 | Newtek Business Services | NEWT | Maintain | Neutral (N/A) |
|
Details |

