FIDUS INVESTMENT Corp (FDUS)

Fidus Investment Corporation is a business development company specializing in leveraged buyouts, refinancings, change of ownership transactions, recapitalizations, strategic acquisitions, mezzanine, growth capital, business expansion, lower middle market investments, debt investments, subordinated and second lien loans, senior secured and unitranche debt, preferred equity, warrants, subordinated debt, senior subordinated notes, junior secured loans, and unitranche loans. It does not invest in turnarounds or distressed situations. The fund prefers to invest in aerospace and defense, business services, consumer products and services including retail, food, and beverage, healthcare products and services, industrial products and services, information technology services, niche manufacturing, transportation and logistics, and value-added distribution sectors. It seeks to invest in companies based in United States. The fund typically invests between $5 million and $15 million per transaction in companies with annual revenues between $10 million and $150 million and an annual EBITDA between $3 million and $20 million, but it can occasionally invest in larger or smaller companies. It seeks to acquire minority equity stakes and board observation rights in conjunction with its investment

Address

1603 ORRINGTON AVENUE
EVANSTON, IL 60201

Founded

2011

Number of Employees

-

Buyback

Buyback Data 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Average
$ Amount Purchased
($ in 000s)
- - - - $580 - $267 - - - - $423
Average Price - - - - $12.94 - $10.37 - - - - $12.00
# Shares Purchased - - - - 44,821 - 25,719 - - - - 35,270
Buyback Performance 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Average
Total Return to Date - - - - 54.6% - 92.9% - - - - 66.6%
S&P 500 Return to Date - - - - 104.9% - 74.8% - - - - 89.9%
Excess Total Return - - - - -50.3% - 18.0% - - - - -23.2%
Quartile Rank
Percentile Rank - - - - 60% - 71% - - - - 77%
Buyback returns calculated using weighted average buyback price over the last 10 years and comparing to current day stock price value. S&P 500 used as benchmark for excess return.

Insider Transactions

Filters

Keyboard Shortcuts: Show (a) | Close (Esc)