Sep 30, 2021

Whitehorse Finance Q3 2021 Earnings Report

Reported strong gross capital deployments and maintained high origination activity.

Key Takeaways

WhiteHorse Finance announced its financial results for the third quarter ended September 30, 2021, reporting a net investment income of $7.6 million, or $0.366 per share, and core net investment income of $7.8 million, or $0.372 per share. The company's investment portfolio totaled $687.1 million, with gross investment deployments of $122.5 million. The board declared a distribution of $0.355 per share for the quarter ending December 31, 2021.

Net Asset Value of $323.7 million, or $15.46 per share

Investment portfolio totaling $687.1 million

STRS JV investment portfolio totaling $239.0 million

Net investment income of $7.6 million, or $0.366 per share

Total Revenue
$18.4M
EPS
$0.37
Weighted Average Effective Yield
9.3%
Cash and Equivalents
$16.6M
Total Assets
$730M

Whitehorse Finance

Whitehorse Finance

Whitehorse Finance Revenue by Segment

Forward Guidance

WhiteHorse Finance anticipates continuing rapid capital deployment, supported by a healthy pipeline and recent equity offering. The company believes its relationship with the H.I.G. platform and differentiated sourcing capabilities will drive growth, enabling disciplined deal sourcing and strong cash flow generation.

Positive Outlook

  • Gross capital deployments remained strong
  • Maintained a high level of origination activity
  • Completed a follow-on equity offering, netting approximately $34 million in proceeds
  • Pipeline remains very healthy
  • New capital should enable continued growth through disciplined deal sourcing

Challenges Ahead

  • Lending market has become more competitive in some segments
  • Pricing, leverage and documentation terms have returned to pre-COVID levels in some segments
  • Continuing repayments and refinancings within the portfolio offset gross capital deployments
  • Higher interest expense incurred due to higher leverage balances
  • Portfolio company investments are subject to legal restrictions on sales