Our largest repayment in Q1 was driven by an exit on our first lien and equity investment in direct travel as the company conducted a successful sales process.

May 7, 2024 / receipt, needs a key / Mike Boyle, president | earnings call 2024-05-07 | transcript 6b0e2521-7373-4dfd-87ca-8742c7cc696b | chars 9875-10034 | segment 9

One of the specific companies was actually in an educational travel space that was dealing with a reduction in travel during COVID. But as we've seen the world reopen and the company get back on firm footing, we were able to take that name off of non-accrual and move that up back to a risk rating three.

Feb 28, 2024 / receipt, needs a key / Michael Ewald, CEO | earnings call 2024-02-28 | transcript 05cd72eb-70b0-42f3-98db-1f078a4dd8cf | chars 20297-20601 | segment 20

On the aerospace side, a lot of that exposure has been more on parts and pieces and components and things like that. There's a little bit of aircraft leasing in there, but we focus a little bit more on the widgets, if you will. That certainly took a hit from COVID. It also took a hit, quite frankly, from the 737 MAX grounding. However, coming out of COVID now, you've certainly seen travel bounce back pretty considerably. And you've also seen that the 737 MAX orders pick back up again. And so we think we're on the right platforms from a commercial aerospace perspective, the growing ones. We've seen that demand pick up pretty considerably again. And so we actually think it's a pretty interesting place to be today.

Mar 1, 2023 / receipt, needs a key / Aaron, other | earnings call 2023-03-01 | transcript db368d0f-5889-4734-87e1-b0bac496bd04 | chars 25627-26348 | segment 26

Our NAV increase during the fourth quarter was primarily driven by net gain related to travel-related investments that generated strong performance.

Mar 1, 2023 / receipt, needs a key / Sally Dornis, CFO | earnings call 2023-03-01 | transcript db368d0f-5889-4734-87e1-b0bac496bd04 | chars 16920-17068 | segment 17

For select companies within our portfolio that were in the travel and hotel leisure industries and more impacted by business closures due to COVID, we've been pleased to see the continued improving fundamental performance across our borrowers as reflected in the gradual gains on these investments and orders.

Aug 4, 2022 / receipt, needs a key / Michael Ewald, CEO | earnings call 2022-08-04 | transcript a750fda5-8cef-4725-99da-a88faaf002df | chars 4249-4558 | segment 4