There is no one analyst in which a Quantitative Star Rating and Fair Value Estimate is
attributed to; however, Mr. Lee Davidson, Head of Quantitative Research for Morningstar, Inc.,
is responsible for overseeing the methodology that supports the quantitative fair value. As an
employee of Morningstar, Inc., Mr. Davidson is guided by Morningstar, Inc.'s Code of Ethics
and Personal Securities Trading Policy in carrying out his responsibilities. For information
regarding Conflicts of Interests,
Morningstar Quantitative ratings for equities (denoted on this page by) are generated using an algorithm that compares companies that are not under analyst coverage to
peer companies that do receive analyst-driven ratings. Companies withratings are not formally covered by a Morningstar analyst, but are
statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat,
fair value, and uncertainty rating.
Click here for more on how to use these ratings.
Portman Ridge Finance Corp Inc is a non-diversified closed-end investment company. The primary investment objective of the firm is to generate current income and capital appreciation by lending directly to privately-held middle market companies. It invests in senior secured term loans and mezzanine debt primarily in privately-held middle market companies, asset management companies and debt and subordinated securities.
650 Madison Avenue - 23rd Floor
New York, NY, 10022