Golub Capital Bdc — Q3 2011 Earnings Presentation

5 slides from Golub Capital Bdc's earnings presentation, Aug 8, 2011

Slide 1: eee ee
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Slide 2: Summary of Quarterly Results and Financial Highlights
2 Golub Capital BDC, Inc. Investor Presentation Quarter Ended June 2011 Q3 2011 Q2 2011 Q1 2011 Q4 2010 Q3 2011 Q2 2011 Q1 2011 Q4 2010 3 Golub Capital BDC, Inc. Investor Presentation Quarter Ended June 2011 Select Portfolio Funds Roll Data Q3 2011 Q2 2011 Q1 2011 Q4 2010 Asset Mix Q3 2011 Q2 2011 Q
Slide 3: 140,000 Siases
160,000 140,000 Siases 120,000 $113,692 100,000 $83,708 0,000 60,000 $54,592 196 40,000 59% 20,000 42010 212011 22011 932011 miSentor Secured = Uneranche miSecond Lien Subordinated Debr = Eity
Slide 4: Portfolio Highlights – Debt Investment Spread Analysis
7 Golub Capital BDC, Inc. Investor Presentation Quarter Ended June 2011 Portfolio Highlights – Debt Investment Spread Analysis
Slide 5: Portfolio Rotation – Debt Investments
8 Golub Capital BDC, Inc. Investor Presentation Quarter Ended June 2011 Portfolio Rotation – Debt Investments Q3 2011 Q2 2011 Q1 2011 Q4 2010 Portfolio Composition – Floating vs. Fixed Investments Q3 2011 Q2 2011 Q1 2011 Q4 2010 Non-Accrual – Debt Investments Q3 2011 Q2 2011 Q1 2011 Q4 2010 9 Golub