Apollo Senior Floating Rate Fund Inc. Price & Performance (AFT)

Apollo Global Management reported record fee-related earnings of $559 million in the first quarter, fueled by $43 billion in new inflows and robust origination activity. The firm also increased its quarterly dividend by 10% to $0.51 per share. Despite these achievements, Apollo faces competitive pressures in retail channels and a 13% stock price decline year-to-date.123

Short sellers have profited $1.7 billion this year by betting against major direct lenders, including Apollo Global Management. Economic uncertainty and competition are raising questions about loan quality and valuations in private credit. Some analysts warn that alternative asset managers remain vulnerable if a recession hits, despite recent resilience.45

MidCap Financial Investment Corporation reported net investment income of $0.37 per share for Q1, with new investment commitments reaching $376 million. While net asset value per share edged down 0.3% to $14.93, the company declared a $0.38 dividend and completed a $529.6 million CLO transaction, reflecting continued portfolio growth.6