WhiteHorse Finance (WHF)

• Market cap: $246M
• 1 day: 0.76%
• 5 days: 5.05%
• 1 month: 9.50%
• 3 months: -9.79%
• 6 months: -11.07%
• Year to date: 6.43%
• 1 year: -15.27%
• 5 years: -23.69%
• 10 years: -6.69%

About: WhiteHorse Finance Inc is a non-diversified, closed-end management investment company. It makes debt investments in privately held; small-cap companies located in United States. Its investment objective is to generate attractive risk-adjusted returns for investors, primarily by originating senior secured loans to privately held small-cap companies across a broad range of industries.

Employees: 3

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

238% more call options, than puts

Call options by funds: $125K | Put options by funds: $37K

2.41% less ownership

Funds ownership: 16.43% [Q2] → 14.01% (-2.41%) [Q3]

15% less funds holding

Funds holding: 62 [Q2] → 53 (-9) [Q3]

20% less capital invested

Capital invested by funds: $46.6M [Q2] → $37.4M (-$9.15M) [Q3]

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $12 13% upside
• Avg. target: $12 13% upside
• High target: $12 13% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Oppenheimer Mitchel Penn 67% 1-year accuracy 4 / 6 met price target

13% upside $12

Perform Downgraded

11 Nov 2024