Sign in
Finian O'Shea

Finian O'Shea

Director and Senior Equity Research Analyst at Wells Fargo

Charlotte, NC, US

Finian O'Shea is a Director and Senior Equity Research Analyst at Wells Fargo Securities, specializing in the financial services sector with an emphasis on asset managers and alternative investment firms. He covers a broad range of companies including Apollo Global Management, BlackRock, KKR, Blackstone Group, Invesco, and T. Rowe Price, and his stock recommendations have achieved a 58% success rate and an average return of 6.5% per rating, with standout single-stock returns as high as 127%. O'Shea has been with Wells Fargo since at least 2018, and he holds a track record of over 800 published stock ratings and extensive industry expertise. His professional credentials include senior research responsibilities and regulatory securities licenses commensurate with his director-level role at a major investment bank.

Finian O'Shea's questions to ARES CAPITAL (ARCC) leadership

Question · Q3 2025

Finian O'Shea inquired about Ares Capital Corporation's dividend coverage inputs, specifically the allocation framework for junior or alpha-laden opportunities between ARCC and ASIF, and the strategic use of spillover income to support the base dividend.

Answer

CEO Kort Schnabel clarified that deal allocation between ARCC and ASIF is based on available capital and fund mandates, with ARCC's flexible mandate ensuring it receives a share of diverse transactions. CFO Scott Lem added that ARCC's profile is also considered. Regarding spillover income, Mr. Schnabel expressed confidence in covering the dividend, noting the spillover provides additional stability if core earnings temporarily fall below the dividend level, without speculating on specific usage scenarios.

Ask follow-up questions

Fintool

Fintool can predict ARES CAPITAL logo ARCC's earnings beat/miss a week before the call

Let Fintool AI Agent track Finian O'Shea for you

Get briefed when they ask questions on calls

Best AI Agent for Equity Research

Performance on expert-authored financial analysis tasks

Fintool-v490%
Claude Sonnet 4.555.3%
o348.3%
GPT 546.9%
Grok 440.3%
Qwen 3 Max32.7%

Try Fintool for free