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Morgan Stanley Direct Lending Fund — Investor Relations & Filings

Ticker · MSDL ISIN · US61774A1034 LEI · 549300QEX22T2J8IB029 US Financial and insurance activities
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Filings indexed 389 across all filing types
Latest filing 2024-05-09 Earnings Release
Country US United States of America
Listing US MSDL

About Morgan Stanley Direct Lending Fund

https://www.msdl.com/

Morgan Stanley Direct Lending Fund is a business development company (BDC) and an externally managed, non-diversified specialty finance company. The fund's primary investment objective is to generate current income and, to a lesser extent, capital appreciation to achieve attractive risk-adjusted returns. It focuses on investing in directly originated senior secured term loans issued by U.S. middle-market companies. As an affiliate of Morgan Stanley, the fund leverages a flexible capital base and a tailored approach to provide financing solutions across a range of investment profiles.

Recent filings

Filing Released Lang Actions
FORM 8-K
Earnings Release Classification · 95% confidence The document is a Form 8-K filed with the SEC, which is a current report used to announce major events that shareholders should know about. The text includes an Item 2.02 disclosure of financial results for the first quarter ended March 31, 2024, but it states that the financial results are included as a press release (Exhibit 99.1) and that the information is being "furnished" and not "filed." This indicates the document itself is an announcement of financial results rather than the full financial report. Additionally, Item 7.01 announces a dividend distribution. The document is short (4860 characters) and primarily serves to announce the press release and dividend declaration. According to the "Menu vs Meal" rule, this is an announcement of a report rather than the report itself. Therefore, the appropriate classification is Earnings Release (ER), as it is the initial announcement of quarterly financial results with key highlights only, not the full quarterly report (IR).
2024-05-09 English
10-Q
Interim / Quarterly Report Q1 2024
2024-05-09 English
DEFA14A
Proxy Solicitation & Information Statement Classification · 95% confidence The document is a Schedule 14A filing, which is a definitive proxy statement or additional materials related to a shareholder meeting. It includes information about voting on director elections and ratification of the auditor, typical content for proxy solicitation materials. The document is under 5,000 characters and primarily serves to inform shareholders about the upcoming annual meeting and voting instructions, not the full proxy statement itself. Therefore, it fits the Proxy Solicitation & Information Statement (PSI) category rather than an Annual Report or Management Report. The presence of voting items and instructions confirms this classification.
2024-04-23 English
DEF 14A
Proxy Solicitation & Information Statement
2024-04-23 English
8-K
Capital/Financing Update Classification · 95% confidence The document is a Form 8-K filed with the SEC, which is a current report used to announce major events that shareholders should know about. The content describes the entry into a material definitive agreement, specifically an amendment to a Senior Secured Revolving Credit Agreement, including details about the amendment such as increased facility size and extended maturity dates. There are no financial statements or comprehensive financial data presented, only a summary of the amendment and reference to the full agreement filed as an exhibit. This type of filing is an update on financing activities and capital structure changes. Therefore, it fits the category of Capital/Financing Update (CAP). The document length is about 4914 characters, which is sufficient for a detailed announcement but not a full financial report. Hence, the classification is CAP with high confidence.
2024-04-23 English
FORM 8-K
Regulatory Filings Classification · 95% confidence The document is a Form 8-K filed with the SEC, which is a current report used to announce major events. The text indicates that the company, Morgan Stanley Direct Lending Fund, is announcing the upcoming release of its first quarter financial results and an earnings conference call. The document includes a press release dated April 8, 2024, and mentions the financial results will be reported after the market closes on May 9, 2024, with a call on May 10, 2024. The document itself does not contain the financial results or detailed financial data, only an announcement of the upcoming earnings release and call. The length is 4280 characters, which is relatively short and consistent with an announcement rather than a full report. Therefore, this document is best classified as a Regulatory Filing (RNS) because it is an announcement of an upcoming earnings release and conference call, not the earnings release itself or a detailed financial report.
2024-04-08 English

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