Gladstone Investment Corporation 8.00% Notes due 2028 (GAINL)GAINL

Upturn Advisory Summary

Analysis of Past Upturns

Type: Stock	Upturn Star Rating​	Today’s Advisory: WEAK BUY
Profit: 8.28%	Upturn Advisory Performance 5	Avg. Invested days: 230
Profits based on simulation	Stock Returns Performance 2	Last Close 06/10/2024

Type: Stock	Today’s Advisory: WEAK BUY
Profit: 8.28%	Avg. Invested days: 230
Upturn Star Rating​	Stock Returns Performance 2
Profits based on simulation Last Close 06/10/2024	Upturn Advisory Performance 5

Key Highlights

Earnings Date

Valuation

Analyst Ratings

About Gladstone Investment Corporation 8.00% Notes due 2028

Gladstone Investment Corporation specializes in lower middle market, mature stage, buyouts; refinancing existing debt; senior debt securities such as senior loans, senior term loans, lines of credit, and senior notes; senior subordinated debt securities such as senior subordinated loans and senior subordinated notes; junior subordinated debt securities such as subordinated notes and mezzanine loans; limited liability company interests, and warrants or options. The fund does not invest in start-ups. The fund seeks to invest in manufacturing, consumer products and business services/ distribution sector. It seeks to invest in small and mid-sized companies based in the United States. The fund prefers to make debt investments between $5 million and $30 million and equity investments between $10 million and $40 million in companies. The fund seeks to invest in companies with sales between $20 million and $100 million. The fund invests in companies with EBITDA from $3 million to $20 million. It seeks minority equity ownership and prefers to hold a board seat in its portfolio companies. It also prefers to take majority stake in its portfolio companies. The fund typically holds the investments for seven years and exits via sale or recapitalization, initial public offering, or sale to third party.