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Jason Steward

Analyst

Compass Point

Equibles does not estimate personal net worth.

About Jason Steward

Jason Steward is recorded as Analyst at Compass Point. Jason Steward has spoken on 23 earnings calls and 1 other investor event across 17 companies, most recently for Barings BDC, Inc. on November 6, 2026. Those appearances were for Invesco Mortgage Capital Inc. (IVR), Rithm Property Trust Inc. (RPT), Annaly Capital Management Inc (NLY), Saratoga Investment Corp. (SAR), AGNC Investment Corp. (AGNC) and 12 other companies. The companies whose calls Jason Steward spoke on are classified in the Real Estate and Financial Services sectors.

Jason Steward on recent calls

“In terms of leverage and portfolio repayment activity, I guess just one, if you could clarify, I get about a penny of fee income from repayments in the third quarter, if that seems right to you, if you could just clarify that.”
Analyst — Compass Point, Third Quarter 2026 Conference Call & Webcast ·
“Looking at new investment activity, I think perhaps the IRON transaction skewed these statistics a little bit, if that was included. But could you just talk through maybe some of the larger kind of KPIs in there in terms of average investment size?”
Analyst — Compass Point, Blue Owl Technology Finance Corp. Q3 FY2026 Earnings Call ·
“If I could ask a question on rates, I know you talked about the cycle historically and the underlying portfolio companies performing quite well, going from, say, zero to five.”
Analyst — Compass Point, Blackstone Secured Lending Third-Quarter 2026 Earnings ·
“Going back to the dividend, when you have that discussion with the board, what factors are most important? Is it incremental returns? Is it how much credit you think the stock is getting for the dividend, which is obviously quite low?”
Analyst — Compass Point, Q3 2026 Invesco Mortgage Capital Inc. Conference Call ·
“In terms of the MFIC transaction, is it your anticipation that it's all going to be funded within ARCC or whether, you know, it's going to go to any IAM vehicles?”
Analyst — Compass Point, Ares Capital Corp Q3 FY2026 Earnings Call ·

Affiliation history

  • Compass Point

    Analyst

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Recent activity

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