Ratings by Compass Point (Casey J. Alexander)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 4/30/2026 | Ares Capital | ARCC | Maintain | Buy (N/A) |
|
Details | ||
| 3/25/2026 | FS KKR Group | FSK | Maintain | Neutral (N/A) |
|
Details | ||
| 2/12/2026 | PennantPark Investment | PNNT | Maintain | Neutral (N/A) |
|
Details | ||
| 2/6/2026 | Ares Capital | ARCC | Maintain | Buy (N/A) |
|
Details | ||
| 12/16/2025 | PennantPark Investment | PNNT | Maintain | Neutral (N/A) |
|
Details | ||
| 12/16/2025 | James River Group Holdings | JRVR | Downgrade | Neutral (Buy) |
6.79 (4.02) |
-40.8% | Details | |
| 12/3/2025 | PennantPark Investment | PNNT | Upgrade | Neutral (Sell) |
5.88 (3.45) |
-41.33% | Details | |
| 11/17/2025 | FS KKR Group | FSK | Maintain | Neutral (N/A) |
|
Details | ||
| 11/5/2025 | James River Group Holdings | JRVR | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2025 | Hercules Capital Inc | HTGC | Upgrade | Buy (Neutral) |
17.81 (15.18) |
-14.77% | Details | |
| 10/22/2025 | RLI Corp. | RLI | Maintain | Neutral (N/A) |
|
Details | ||
| 8/11/2025 | Trinity Capital Inc. | TRIN | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2025 | Kinsale Capital | KNSL | Maintain | Neutral (N/A) |
|
Details | ||
| 5/21/2025 | PennantPark Investment | PNNT | Downgrade | Sell (Neutral) |
6.91 (5.88) |
-14.91% | Details | |
| 5/12/2025 | Trinity Capital Inc. | TRIN | Maintain | Buy (N/A) |
|
Details | ||
| 5/9/2025 | FS KKR Group | FSK | Maintain | Neutral (N/A) |
|
Details | ||
| 5/6/2025 | Hercules Capital Inc | HTGC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/30/2025 | Horizon Technology Finance | HRZN | Downgrade | Sell (Neutral) |
8.94 (4.30) |
-51.9% | Details | |
| 4/28/2025 | Kinsale Capital | KNSL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/25/2025 | RLI Corp. | RLI | Downgrade | Neutral (Buy) |
78.07 (53.84) |
-31.04% | Details | |
| 3/14/2025 | Horizon Technology Finance | HRZN | Maintain | Neutral (N/A) |
|
Details | ||
| 3/10/2025 | James River Group Holdings | JRVR | Maintain | Buy (N/A) |
|
Details | ||
| 3/4/2025 | Acushnet Holdings | GOLF | Upgrade | Buy (Neutral) |
64.12 (108.06) |
68.53% | Details | |
| 2/19/2025 | Hercules Capital Inc | HTGC | Maintain | Neutral (N/A) |
|
Details | ||
| 2/18/2025 | Kinsale Capital | KNSL | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2025 | RLI Corp. | RLI | Maintain | Buy (N/A) |
|
Details | ||
| 12/17/2024 | Horizon Technology Finance | HRZN | Upgrade | Neutral (Sell) |
9.29 (8.94) |
-3.77% | Details | |
| 11/26/2024 | Trinity Capital Inc. | TRIN | Maintain | Buy (N/A) |
|
Details | ||
| 10/25/2024 | RLI Corp. | RLI | Maintain | Buy (N/A) |
|
Details | ||
| 9/9/2024 | PennantPark Investment | PNNT | Upgrade | Neutral (Sell) |
6.93 (3.45) |
-50.22% | Details | |
| 8/20/2024 | PennantPark Investment | PNNT | Maintain | Sell (N/A) |
|
Details | ||
| 8/8/2024 | Trinity Capital Inc. | TRIN | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2024 | James River Group Holdings | JRVR | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2024 | Acushnet Holdings | GOLF | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2024 | Horizon Technology Finance | HRZN | Maintain | Sell (N/A) |
|
Details | ||
| 7/29/2024 | Kinsale Capital | KNSL | Maintain | Neutral (N/A) |
|
Details | ||
| 7/23/2024 | RLI Corp. | RLI | Maintain | Buy (N/A) |
|
Details | ||
| 7/15/2024 | James River Group Holdings | JRVR | Maintain | Buy (N/A) |
|
Details | ||
| 7/15/2024 | PennantPark Investment | PNNT | Downgrade | Sell (Neutral) |
7.83 (3.45) |
-55.94% | Details | |
| 5/13/2024 | James River Group Holdings | JRVR | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2024 | Hercules Capital Inc | HTGC | Maintain | Neutral (N/A) |
|
Details | ||
| 5/2/2024 | Trinity Capital Inc. | TRIN | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2024 | Kinsale Capital | KNSL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/24/2024 | RLI Corp. | RLI | Maintain | Buy (N/A) |
|
Details | ||
| 3/22/2024 | James River Group Holdings | JRVR | Upgrade | Buy (Neutral) |
8.45 (6.79) |
-19.64% | Details | |
| 3/7/2024 | Trinity Capital Inc. | TRIN | Maintain | Buy (N/A) |
|
Details | ||
| 3/1/2024 | Acushnet Holdings | GOLF | Maintain | Buy (N/A) |
|
Details | ||
| 2/29/2024 | Horizon Technology Finance | HRZN | Maintain | Sell (N/A) |
|
Details | ||
| 2/27/2024 | FS KKR Group | FSK | Downgrade | Neutral (Buy) |
19.99 (10.23) |
-48.82% | Details | |
| 2/21/2024 | Hercules Capital Inc | HTGC | Maintain | Neutral (N/A) |
|
Details | ||
| 2/20/2024 | Kinsale Capital | KNSL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/8/2024 | Ares Capital | ARCC | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2024 | RLI Corp. | RLI | Maintain | Buy (N/A) |
|
Details | ||
| 1/16/2024 | Trinity Capital Inc. | TRIN | Maintain | Buy (N/A) |
|
Details | ||
| 1/16/2024 | Hercules Capital Inc | HTGC | Downgrade | Neutral (Buy) |
17.58 (17.81) |
1.31% | Details | |
| 12/15/2023 | Ares Capital | ARCC | Maintain | Buy (N/A) |
|
Details | ||
| 12/4/2023 | PennantPark Investment | PNNT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2023 | Hercules Technology Growth Capital | HTGC | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2023 | Kinsale Capital | KNSL | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2023 | Acushnet Holdings | GOLF | Upgrade | Buy (Neutral) |
49.62 (108.06) |
117.78% | Details | |
| 10/26/2023 | Ares Capital | ARCC | Maintain | Buy (N/A) |
|
Details | ||
| 10/17/2023 | Horizon Technology Finance | HRZN | Downgrade | Sell (Neutral) |
12.41 (4.30) |
-65.35% | Details | |
| 9/27/2023 | Horizon Technology Finance | HRZN | Upgrade | Neutral (Sell) |
11.38 (4.30) |
-62.21% | Details | |
| 8/30/2023 | Hercules Technology Growth Capital | HTGC | Upgrade | Buy (Neutral) |
16.33 (15.18) |
-7.04% | Details | |
| 8/22/2023 | Trinity Capital Inc. | TRIN | Upgrade | Buy (Neutral) |
14.34 (16.89) |
17.78% | Details | |
| 8/15/2023 | PennantPark Investment | PNNT | Downgrade | Neutral (Buy) |
7.85 (3.45) |
-56.05% | Details | |
| 8/9/2023 | James River Group Holdings | JRVR | Maintain | Neutral (N/A) |
|
Details | ||
| 8/7/2023 | Hercules Technology Growth Capital | HTGC | Maintain | Neutral (N/A) |
|
Details | ||
| 8/4/2023 | Acushnet Holdings | GOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 8/4/2023 | Horizon Technology Finance | HRZN | Downgrade | Sell (Neutral) |
13.19 (4.30) |
-67.4% | Details | |
| 8/3/2023 | Trinity Capital Inc. | TRIN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2023 | PennantPark Investment | PNNT | Maintain | Buy (N/A) |
|
Details | ||
| 7/31/2023 | Kinsale Capital | KNSL | Maintain | Neutral (N/A) |
|
Details | ||
| 7/27/2023 | RLI Corp. | RLI | Maintain | Buy (N/A) |
|
Details | ||
| 7/26/2023 | Ares Capital | ARCC | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2023 | Horizon Technology Finance | HRZN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/10/2023 | Horizon Technology Finance | HRZN | Maintain | Neutral (N/A) |
|
Details | ||
| 5/8/2023 | James River Group Holdings | JRVR | Maintain | Neutral (N/A) |
|
Details | ||
| 5/5/2023 | Acushnet Holdings | GOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 5/4/2023 | Horizon Technology Finance | HRZN | Maintain | Neutral (N/A) |
|
Details | ||
| 3/14/2023 | Acushnet Holdings | GOLF | Downgrade | Neutral (Buy) |
50.55 (108.06) |
113.77% | Details | |
| 3/3/2023 | Horizon Technology Finance | HRZN | Maintain | Neutral (N/A) |
|
Details | ||
| 3/2/2023 | Acushnet Holdings | GOLF | Maintain | Buy (N/A) |
|
Details | ||
| 3/1/2023 | James River Group Holdings | JRVR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/21/2023 | Kinsale Capital | KNSL | Downgrade | Neutral (Buy) |
334.31 (304.48) |
-8.92% | Details | |
| 2/10/2023 | PennantPark Investment | PNNT | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2023 | Trinity Capital Inc. | TRIN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2023 | RLI Corp. | RLI | Maintain | Buy (N/A) |
|
Details | ||
| 12/20/2022 | Kinsale Capital | KNSL | Upgrade | Buy (Neutral) |
261.55 (304.48) |
16.41% | Details | |
| 11/9/2022 | FS KKR Group | FSK | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2022 | Owl Rock | ORCC | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2022 | James River Group Holdings | JRVR | Downgrade | Neutral (Buy) |
25.75 (4.02) |
-84.39% | Details | |
| 11/1/2022 | Kinsale Capital | KNSL | Maintain | Neutral (N/A) |
|
Details | ||
| 10/27/2022 | Trinity Capital Inc. | TRIN | Downgrade | Neutral (Buy) |
13.82 (16.89) |
22.21% | Details | |
| 10/26/2022 | Ares Capital | ARCC | Maintain | Buy (N/A) |
|
Details | ||
| 10/3/2022 | RLI Corp. | RLI | Maintain | Buy (N/A) |
|
Details | ||
| 10/3/2022 | Kinsale Capital | KNSL | Maintain | Neutral (N/A) |
|
Details | ||
| 8/15/2022 | Kinsale Capital | KNSL | Downgrade | Neutral (Buy) |
277.70 (304.48) |
9.64% | Details | |
| 8/10/2022 | Trinity Capital Inc. | TRIN | Maintain | Buy (N/A) |
|
Details | ||
| 8/10/2022 | FS KKR Group | FSK | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2022 | James River Group Holdings | JRVR | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2022 | Kinsale Capital | KNSL | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2022 | Hercules Technology Growth Capital | HTGC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/25/2022 | RLI Corp. | RLI | Maintain | Buy (N/A) |
|
Details | ||
| 5/4/2022 | Horizon Technology Finance | HRZN | Upgrade | Neutral (Sell) |
12.84 (4.30) |
-66.51% | Details | |
| 4/22/2022 | RLI Corp. | RLI | Maintain | Buy (N/A) |
|
Details | ||
| 4/11/2022 | Trinity Capital Inc. | TRIN | Maintain | Buy (N/A) |
|
Details | ||
| 3/23/2022 | James River Group Holdings | JRVR | Maintain | Buy (N/A) |
|
Details | ||
| 3/21/2022 | Trinity Capital Inc. | TRIN | Maintain | Buy (N/A) |
|
Details | ||
| 3/15/2022 | RLI Corp. | RLI | Maintain | Buy (N/A) |
|
Details | ||
| 3/2/2022 | Acushnet Holdings | GOLF | Maintain | Buy (N/A) |
|
Details | ||
| 3/1/2022 | James River Group Holdings | JRVR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/23/2022 | Argo Group Int'l Holdings | ARGO | Upgrade | Buy (Neutral) |
37.50 (29.99) |
-20.03% | Details | |
| 2/22/2022 | RLI Corp. | RLI | Upgrade | Buy (Neutral) |
98.85 (53.84) |
-45.53% | Details | |
| 2/22/2022 | Kinsale Capital | KNSL | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2022 | PennantPark Investment | PNNT | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2022 | Argo Group Int'l Holdings | ARGO | Downgrade | Neutral (Buy) |
55.69 (29.99) |
-46.15% | Details | |
| 2/8/2022 | Hercules Technology Growth Capital | HTGC | Downgrade | Neutral (Buy) |
18.13 (15.18) |
-16.27% | Details | |
| 2/2/2022 | Trinity Capital Inc. | TRIN | Maintain | Buy (N/A) |
|
Details | ||
| 1/18/2022 | Acushnet Holdings | GOLF | Upgrade | Buy (Neutral) |
49.28 (108.06) |
119.28% | Details | |
| 11/11/2021 | Callaway Golf | ELY | Maintain | Buy (N/A) |
|
Details | ||
| 11/9/2021 | FS KKR Group | FSK | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2021 | Owl Rock | ORCC | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2021 | Acushnet Holdings | GOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2021 | Argo Group Int'l Holdings | ARGO | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2021 | James River Group Holdings | JRVR | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2021 | Kinsale Capital | KNSL | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2021 | Horizon Technology Finance | HRZN | Maintain | Sell (N/A) |
|
Details | ||
| 10/26/2021 | James River Group Holdings | JRVR | Maintain | Buy (N/A) |
|
Details | ||
| 10/15/2021 | TriplePoint Venture Growth | TPVG | Downgrade | Neutral (Buy) |
16.88 (4.72) |
-72.04% | Details | |
| 10/12/2021 | Callaway Golf | ELY | Upgrade | Buy (Neutral) |
26.60 (21.33) |
-19.81% | Details | |
| 9/30/2021 | James River Group Holdings | JRVR | Maintain | Buy (N/A) |
|
Details | ||
| 9/21/2021 | TriplePoint Venture Growth | TPVG | Upgrade | Buy (Neutral) |
15.18 (4.72) |
-68.91% | Details | |
| 9/7/2021 | Callaway Golf | ELY | Maintain | Neutral (N/A) |
|
Details | ||
| 8/17/2021 | Callaway Golf | ELY | Maintain | Neutral (N/A) |
|
Details | ||
| 8/9/2021 | TriplePoint Venture Growth | TPVG | Maintain | Neutral (N/A) |
|
Details | ||
| 8/6/2021 | James River Group Holdings | JRVR | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2021 | Argo Group Int'l Holdings | ARGO | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2021 | Kinsale Capital | KNSL | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2021 | Hercules Technology Growth Capital | HTGC | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2021 | Horizon Technology Finance | HRZN | Maintain | Sell (N/A) |
|
Details | ||
| 7/23/2021 | RLI Corp. | RLI | Maintain | Neutral (N/A) |
|
Details | ||
| 7/9/2021 | Argo Group Int'l Holdings | ARGO | Upgrade | Buy (Neutral) |
49.40 (29.99) |
-39.29% | Details | |
| 6/21/2021 | FS KKR Group | FSK | Maintain | Buy (N/A) |
|
Details | ||
| 5/12/2021 | Callaway Golf | ELY | Maintain | Neutral (N/A) |
|
Details | ||
| 5/12/2021 | FS KKR Capital Corp. | FSKR | Maintain | Buy (N/A) |
|
Details | ||
| 5/12/2021 | FS KKR Group | FSK | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2021 | James River Group Holdings | JRVR | Maintain | Buy (N/A) |
|
Details | ||
| 4/30/2021 | Kinsale Capital | KNSL | Maintain | Buy (N/A) |
|
Details | ||
| 4/22/2021 | Argo Group Int'l Holdings | ARGO | Downgrade | Neutral (Buy) |
54.60 (29.99) |
-45.07% | Details | |
| 3/15/2021 | Argo Group Int'l Holdings | ARGO | Upgrade | Buy (Neutral) |
51.31 (29.99) |
-41.55% | Details | |
| 3/4/2021 | TriplePoint Venture Growth | TPVG | Maintain | Neutral (N/A) |
|
Details | ||
| 3/2/2021 | FS KKR Group | FSK | Upgrade | Buy (Neutral) |
19.36 (10.23) |
-47.16% | Details | |
| 2/24/2021 | Hercules Technology Growth Capital | HTGC | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2021 | James River Group Holdings | JRVR | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2021 | Ares Capital | ARCC | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2021 | Argo Group Int'l Holdings | ARGO | Maintain | Neutral (N/A) |
|
Details | ||
| 10/27/2020 | Ares Capital | ARCC | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2019 | TriplePoint Venture Growth | TPVG | Maintain | Neutral (N/A) |
|
Details |
