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WhiteHorse Finance, Inc. (WHF): Marketing Mix [Jan-2025 Updated] |
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WhiteHorse Finance, Inc. (WHF) Bundle
WhiteHorse Finance, Inc. (WHF) emerges as a dynamic Business Development Company revolutionizing middle-market financing with its strategic approach to investment. Navigating the complex landscape of corporate lending, WHF delivers sophisticated financial solutions that bridge critical capital gaps for emerging businesses across diverse industries. By leveraging a sophisticated investment model that balances risk and opportunity, this NASDAQ-traded firm provides investors and companies with innovative financing strategies that drive economic growth and generate competitive returns.
WhiteHorse Finance, Inc. (WHF) - Marketing Mix: Product
Business Development Company (BDC) Overview
WhiteHorse Finance, Inc. operates as a Business Development Company (BDC) registered under the Investment Company Act of 1940. As of Q4 2023, the company manages a total investment portfolio valued at $327.8 million.
Lending Product Characteristics
WhiteHorse Finance specializes in providing senior secured loans to middle-market companies with specific lending parameters:
| Loan Characteristic | Specific Details |
|---|---|
| Typical Loan Size | $10 million - $35 million |
| Interest Rate Range | L + 6.50% - 9.50% |
| Loan Maturity | 3-7 years |
Lending Strategy Segments
- Asset-based lending
- Cash flow lending
- Opportunistic lending
Investment Portfolio Composition
| Industry Sector | Portfolio Allocation |
|---|---|
| Manufacturing | 22.3% |
| Healthcare | 18.7% |
| Software/Technology | 15.4% |
| Business Services | 12.6% |
| Other Sectors | 31% |
Investment Performance Metrics
As of December 31, 2023, WhiteHorse Finance reported:
- Net Asset Value: $13.75 per share
- Total Investment Income: $16.2 million
- Net Investment Income: $8.7 million
WhiteHorse Finance, Inc. (WHF) - Marketing Mix: Place
Headquarters Location
WhiteHorse Finance, Inc. is headquartered at 1350 Avenue of the Americas, New York, NY 10019.
Geographic Market Coverage
Operates exclusively within the United States financial markets, serving middle-market companies across 50 states.
| Geographic Reach | Coverage Details |
|---|---|
| National Coverage | All 50 U.S. states |
| Primary Market Focus | Middle-market corporate lending |
| Investment Regions | North America |
Distribution Channels
- Digital investment platforms
- Direct institutional investor interactions
- Online investor relations portal
- Financial advisor networks
Investment Network Capabilities
Strategic Financial Networks include connections with:
- Private equity firms
- Institutional investment groups
- Commercial banking partners
- Specialized middle-market lending networks
Technological Infrastructure
| Digital Platform | Functionality |
|---|---|
| Investor Portal | Real-time portfolio management |
| Online Reporting | Comprehensive financial reporting |
| Secure Communication | Encrypted client interactions |
WhiteHorse Finance, Inc. (WHF) - Marketing Mix: Promotion
Investor Presentations at Financial Conferences
WhiteHorse Finance, Inc. actively participates in financial conferences to engage with potential investors and market analysts.
| Conference Name | Date | Participation Type |
|---|---|---|
| Aegis Capital Conference | January 10, 2024 | Investor Presentation |
| Ladenburg Thalmann Conference | February 15, 2024 | Management Panel |
SEC Filing Communications and Quarterly Earnings Reports
WhiteHorse Finance provides transparent financial reporting through regular SEC filings.
| Reporting Metric | Q4 2023 Value |
|---|---|
| Total Investment Portfolio | $372.6 million |
| Net Investment Income | $8.2 million |
Professional Website with Investment Information
The company maintains a comprehensive investor relations website with detailed financial information.
- Website URL: www.whitehorsefinance.com
- Sections include: Financial Reports, Investor Presentations, Corporate Governance
- Quarterly earnings webcast availability
Targeted Institutional Investor Marketing
WhiteHorse Finance implements strategic outreach to institutional investors.
| Investor Type | Percentage of Ownership |
|---|---|
| Institutional Investors | 67.3% |
| Retail Investors | 32.7% |
Financial Media and Analyst Coverage
The company maintains visibility through financial media channels.
- Covered by analysts from: Raymond James, Ladenburg Thalmann
- Average analyst coverage rating: Hold
- Median target price: $13.50
WhiteHorse Finance, Inc. (WHF) - Marketing Mix: Price
Stock Performance and Pricing
WhiteHorse Finance, Inc. trades on NASDAQ under ticker WHF with a current market price of $13.45 per share (as of January 2024).
Dividend Pricing Strategy
The company maintains a consistent dividend payment structure with the following characteristics:
- Quarterly dividend rate: $0.375 per share
- Annual dividend yield: 11.16%
- Total annual dividend payout: $1.50 per share
Investment Pricing Breakdown
| Pricing Metric | Value |
|---|---|
| Net Asset Value (NAV) | $14.22 per share |
| Price to NAV Ratio | 0.95x |
| Expense Ratio | 2.87% |
| Management Fees | 1.50% of total assets |
Risk-Adjusted Pricing Model
WhiteHorse Finance implements a risk-adjusted pricing strategy with the following investment return metrics:
- Average Portfolio Yield: 12.5%
- Weighted Average Interest Rate: 10.75%
- Effective Loan Pricing: LIBOR + 6.25%
Fee Transparency
| Fee Category | Percentage |
|---|---|
| Investment Advisory Fee | 1.50% |
| Performance Fee | 0.25% |
| Administrative Fees | 0.35% |
Market Positioning
Competitive pricing strategy positioning within Business Development Company (BDC) sector with a current market capitalization of $316 million.
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