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    Arthur Winston

    Vice President and Senior Analyst at Pilot Advisors

    Arthur Winston is a Vice President and Senior Analyst at Pilot Advisors, specializing in technology and consumer sectors with coverage of companies such as Apple, Netflix, and Salesforce. He is recognized for his rigorous research and has consistently delivered a success rate above 65% on investment calls, earning positive rankings on analyst platforms like TipRanks for generating notable average returns for clients. Winston began his career at Goldman Sachs in 2011, held analyst positions at Jefferies and Morgan Stanley, and joined Pilot Advisors in 2018, quickly advancing to his current role. He holds FINRA Series 7 and 63 licenses and has been acknowledged internally for his comprehensive market insights and effective portfolio strategies.

    Arthur Winston's questions to New Mountain Finance (NMFC) leadership

    Arthur Winston's questions to New Mountain Finance (NMFC) leadership • Q1 2025

    Question

    Arthur Winston sought confirmation that PIK income is expected to decline, asked about the strategy for matching asset and liability variability through debt refinancing, and inquired about the duration of the dividend protection program.

    Answer

    Executive John Kline confirmed a strategic focus on reducing PIK income from 17% towards a target of 10-12%. He also affirmed the balance sheet is in 'great shape' with significant liquidity and opportunities to refinance debt favorably. COO Laura Holson clarified that the dividend protection program remains in place for the full calendar years of 2025 and 2026.

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