PhenixFIN Corporation Announces Fiscal Second Quarter 2025 Financial Results
Written by Emily J. Thompson, Senior Investment Analyst
Source: Newsfilter
Financial Performance: PhenixFIN Corporation reported a total investment income of $6.0 million and a net investment income of $1.0 million for the fiscal second quarter ending March 31, 2025, with a net asset value of $159 million or $78.72 per share.
Operational Updates: The company successfully extended its credit facility to April 17, 2030, increasing it to $100 million, which is expected to reduce overall interest expenses, while also noting a net realized loss of $1.1 million during the quarter.
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About PFX
PhenixFIN Corporation is an internally managed non-diversified closed-end management investment company. The Company’s investment objective is to generate current income and capital appreciation. It seeks to achieve this objective primarily through making loans, private equity investments in privately held companies. It may also make debt, equity or other investments in publicly traded companies. These investments may also include investments in other BDCs, closed-end funds or real estate investment trusts (REITs). It also pursues other strategic opportunities and invests in other assets or operates other businesses to achieve its investment objective, such as operating and managing an asset-based lending business. The portfolio generally consists of senior secured first-lien-term loans, senior secured second-lien-term loans, senior secured bonds, preferred equity and common equity. Its loan and other debt investments are primarily rated below investment grade or are unrated.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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