Professor Glenn A. Okun
The Rabid Capitalist: The Big Point is a summary of a detailed note available to paid subscribers.
Last week, Pitchbook reported that private equity fundraising deteriorated during the first half of 2025. The Rabid Capitalist previously concluded that the performance of private equity funds would damage demand for new funds. Our business development portfolio (ARCC, CCAP, CSWC, FSK, MAIN, OBDC and OCSL) will benefit from the illiquidity.
Complete content is available for a $15 monthly subscription. Click here to subscribe:
The Rabid Capitalist 
Leave a comment