分组1 - 公司在2023年第一季度实现净投资收益同比增长7.7%,每股净资产值从2023年12月31日的18.09美元增加至2024年3月31日的18.19美元,增幅为0.6% [7][8] - 公司在第一季度新增投资约2.61亿美元,收到偿还约3.4亿美元,导致综合投资组合略有下降至31亿美元 [8] - 公司采取多元化的私募信贷投资模式,第一季度来自资产抵押贷款、生命科学贷款和设备融资等专项金融投资垂直领域的新增投资占比约88%,而只有20%来自赞助商融资 [10] - 公司资产抵押贷款、生命科学贷款和设备融资等专项金融投资垂直领域的表现良好,有助于公司在赞助商融资市场竞争激烈的情况下保持选择性 [11][12][13] 分组2 - 公司综合投资组合中约75%为专项金融投资,25%为赞助商支持的中上游市场的有担保现金流贷款,组合结构较为防御 [24][25] - 公司赞助商融资业务的平均EBITDA和收入增长持续为正,利息覆盖率约为1.7倍,资本化PIK收入占比仅1.8%,反映出公司专注于抗周期行业的投资策略 [14] - 公司资产抵押贷款业务在地区银行危机后获得更多机会,新增投资达53亿美元,加强了选择性 [31][32] - 公司设备融资业务规模达10亿美元,信用状况良好,加大了在该领域的投资 [33] - 公司生命科学贷款业务在第一季度新增24亿美元,占公司总收入22%以上,公司将保持高度选择性 [34][35] 问答环节重要的提问和回答 问题1 **Erik Zwick 提问** 询问公司在资产抵押贷款和设备融资市场的竞争情况,是否存在新进入者以及对定价和承销条件的影响 [46] **Bruce Spohler 回答** 公司认为退出市场的参与者数量远大于新进入者,公司在基础设施和人员投入方面具有优势,不太担心新进入者的影响。公司在当前经济周期阶段,资产抵押贷款需求有所增加,有利于公司保持选择性 [47][48] 问题2 **Melissa Wedel 提问** 询问公司是否有通过并购的方式拓展现有垂直领域的计划 [53] **Bruce Spohler 回答** 公司主要关注在现有的资产抵押贷款等专项金融投资垂直领域进行并购整合,利用现有的基础设施和团队优势实现协同效应,而不太可能在新的领域进行并购 [54][55]

EXHIBIT 99.1 SLR Investment Corp. Announces Quarter Ended March 31, 2024 Financial Results Net Investment Income of $0.44 Per Share; Declared Quarterly Distribution of $0.41 Per Share; NAV Appreciation and Solid Portfolio Credit Quality NEW YORK, May 08, 2024 (GLOBE NEWSWIRE) -- SLR Investment Corp. (NASDAQ: SLRC) (the “Company”, “SLRC”, “we”, or “our”) today reported net investment income (“NII”) of $23.9 million, or $0.44 per share, for the first quarter of 2024. On May 8, 2024, the Board declared a quart ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Quarter Ended March 31, 2024 ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Commission File Number: 814-00754 SLR INVESTMENT CORP. (Exact name of registrant as specified in its charter) Maryland 26-1381340 (State of Incorporation) (I.R.S. Employer Identification No.) 500 Park Avenue New ...

SLR Investment Corp (NASDAQ:SLRC) Q4 2023 Earnings Conference Call February 28, 2024 10:00 AM ET Company Participants Michael Gross - Chairman and Co-CEO Shiraz Kajee - CFO Bruce Spohler - Co-CEO Conference Call Participants Mickey Schleien - Ladenburg Thalmann & Co Eric Zwick - Hovde Group Bryce Rowe - B. Riley Securities Robert Dodd - Raymond James Operator Good day, everyone, and welcome to today's Q4, 2023 SLR Investment Corp. Earnings Call. At this time, all participants are in a listen-only mode. Lat ...

EXHIBIT 99.1 SLR Investment Corp. Announces Quarter and Year Ended December 31, 2023 Financial Results Net Investment Income of $0.44 Per Share for Q4 2023; Declared Quarterly Distribution of $0.41 Per Share; Stable NAV and Strong Portfolio Credit Quality NEW YORK, Feb. 27, 2024 (GLOBE NEWSWIRE) -- SLR Investment Corp. (NASDAQ: SLRC) (the “Company”, “SLRC”, “we”, or “our”) today reported net investment income of $23.9 million, or $0.44 per share, for the fourth quarter of 2023. As of December 31, 2023, net ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE FISCAL YEAR ENDED DECEMBER 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO COMMISSION FILE NUMBER: 814-00754 SLR INVESTMENT CORP. (Exact name of registrant as specified in its charter) Maryland 26-1381340 (State of Incorporation ...

SLR Investment Corp (NASDAQ:SLRC) Q3 2023 Earnings Conference Call November 8, 2023 10:00 AM ET Company Participants Michael Gross - Chairman and Co-CEO Shiraz Kajee - CFO Bruce Spohler - Co-CEO Conference Call Participants Eric Zwick - Hovde Group Sean-Paul Adams - Raymond James Ryan Lynch - KBW Casey Alexander - Compass Point Operator Good day, everyone. And welcome to the Q3, 2023 SLR Investment Corporation Investment Corporation Earnings Conference. At this time, all participants are in a listen-only mo ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Quarter Ended September 30, 2023 ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Commission File Number: 814-00754 SLR INVESTMENT CORP. (Exact name of registrant as specified in its charter) Maryland 26-1381340 (State of Incorporation) (I.R.S. Employer Identification No. ...

SLR Investment Corp (NASDAQ:SLRC) Q2 2023 Results Conference Call August 9, 2023 10:00 AM ET Company Participants Michael Gross - Chairman, President and Co-CEO Shiraz Kajee - CFO, Treasurer and Secretary Bruce Spohler - COO, Co-CEO and Interested Director Conference Call Participants Sean-Paul Adams - Raymond James Paul Johnson - KBW Casey Alexander - Compass Point Operator Good day, everyone, and welcome to today's SLR Investment Corporation Second Quarter Earnings Call. At this time, all participants are ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Quarter Ended June 30, 2023 ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Commission File Number: 814-00754 SLR INVESTMENT CORP. (Exact name of registrant as specified in its charter) Maryland 26-1381340 (State of Incorporation) (I.R.S. Employer Identification No.) 500 ...