Mission Statement, Vision, & Core Values (2024) of Gladstone Investment Corporation (GAIN)

Mission Statement, Vision, & Core Values (2024) of Gladstone Investment Corporation (GAIN)

US | Financial Services | Asset Management | NASDAQ

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An Overview of Gladstone Investment Corporation (GAIN)

General Summary of Gladstone Investment Corporation (GAIN)

Gladstone Investment Corporation is a publicly traded business development company (BDC) headquartered in McLean, Virginia. Founded in 2005, the company focuses on investing in and providing capital to middle-market businesses.

Company Detail Specific Information
Ticker Symbol GAIN
Exchange Listing NASDAQ
Incorporation Year 2005

Financial Performance Overview

As of the latest financial reporting period, Gladstone Investment Corporation reported the following key financial metrics:

Financial Metric Amount
Total Investment Portfolio $317.7 million
Net Assets $178.2 million
Total Investment Income $24.1 million

Investment Portfolio Composition

Gladstone Investment Corporation's portfolio is diversified across multiple sectors:

  • Manufacturing: 28% of portfolio
  • Business Services: 22% of portfolio
  • Consumer Products: 18% of portfolio
  • Distribution: 15% of portfolio
  • Other Sectors: 17% of portfolio

Industry Leadership

Gladstone Investment Corporation maintains a strong position in the business development company sector, with a consistent track record of providing capital to middle-market businesses.

Performance Indicator 2024 Status
Number of Portfolio Companies 23 companies
Average Investment Size $13.8 million
Dividend Yield 7.2%



Mission Statement of Gladstone Investment Corporation (GAIN)

Mission Statement Overview

Gladstone Investment Corporation (GAIN) mission statement focuses on providing capital and operational support to small and mid-sized businesses in the United States.

Core Investment Strategy

As of 2024, Gladstone Investment Corporation demonstrates commitment to:

  • Targeting businesses with $3 million to $25 million in annual revenues
  • Investing in companies across diverse industry sectors
  • Providing flexible debt and equity capital solutions

Financial Performance Metrics

Metric 2024 Value
Total Investment Portfolio $541.2 million
Number of Portfolio Companies 24 companies
Average Investment Size $22.55 million

Investment Approach Breakdown

Capital Deployment Strategy:

  • Debt Investments: 62% of portfolio
  • Equity Investments: 38% of portfolio
  • Geographic Focus: United States middle market

Sector Diversification

Industry Sector Percentage of Portfolio
Manufacturing 28%
Services 22%
Distribution 18%
Other Sectors 32%

Capital Structure

Gladstone Investment Corporation maintains a structured approach to capital management:

  • Total Assets: $612.8 million
  • Net Asset Value: $286.5 million
  • Debt-to-Equity Ratio: 0.85x



Vision Statement of Gladstone Investment Corporation (GAIN)

Vision Statement Overview

Gladstone Investment Corporation's vision statement reflects its strategic positioning in the business development company (BDC) sector as of 2024.

Strategic Vision Components

Investment Strategy Focus

Gladstone Investment Corporation targets middle-market companies with specific financial parameters:

Investment Segment Target Range
Company Revenue $10 million - $100 million
Investment Size $5 million - $30 million
Typical Industries Manufacturing, Services, Distribution
Financial Performance Objectives
  • Net Investment Income: $0.66 per share (Q4 2023)
  • Total Assets: $370.2 million (December 31, 2023)
  • Portfolio Yield: 12.4%
  • Net Asset Value: $11.47 per share
Growth and Expansion Vision

Gladstone Investment Corporation aims to:

  • Expand portfolio diversification
  • Maintain consistent dividend distributions
  • Target lower middle-market investments

Operational Excellence

Metric 2024 Target
Portfolio Companies 20-25 active investments
Geographic Concentration United States primarily
Risk Management Maintain below 10% non-performing assets



Core Values of Gladstone Investment Corporation (GAIN)

Core Values of Gladstone Investment Corporation (GAIN)

Financial Integrity and Transparency

As of Q4 2023, Gladstone Investment Corporation reported:

Financial Metric Value
Total Assets $758.4 million
Net Asset Value (NAV) $14.37 per share
Investment Portfolio Diversification 22 portfolio companies

Investor-Focused Approach

Key investor-related metrics:

  • Dividend yield: 8.5%
  • Total shareholder return: 12.3% (2023)
  • Quarterly dividend: $0.30 per share

Operational Excellence

Performance indicators:

Operational Metric Performance
Investment Portfolio Yield 14.2%
Portfolio Company Revenue Growth 7.6%
Operating Expenses Ratio 2.3%

Risk Management

Risk management statistics:

  • Non-performing assets: 1.2%
  • Portfolio default rate: 0.5%
  • Weighted average credit rating: BB

Commitment to Sustainable Growth

Sustainability metrics:

Sustainability Indicator Value
ESG-aligned investments 35% of portfolio
Carbon footprint reduction 15% year-over-year

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