Exhibit 99.1

 

Net Asset Value

We calculate net asset value per share in accordance with valuation policies and procedures that have been approved by the board of directors. GAAP net asset value (“GAAP Net Asset Value”) is the net asset value determined in accordance with accounting principles generally accepted in the United States of America (“GAAP”). Transactional Net Asset Value is calculated by adjusting GAAP Net Asset Value as of each relevant valuation date for some or all of the following, as applicable, (i) the recognition of the shareholder servicing fees and distribution fees on a monthly basis as such fees are accrued, (ii) the exclusion of certain deferred tax liabilities that, although required to be recognized under GAAP, are not expected to be incurred by the Company based on anticipated income, available deductions and the timing of realization events, and (iii) the amortization of certain organizational and offering expenses over a 60-month period. The following table provides a breakdown of the major components of Transactional Net Asset Value as of July 31, 2026 ($ in thousands, except shares):

 

Components of Transactional Net Asset Value

 

 

Investments at fair value (cost of $1,942,531)

$

2,151,341

Cash and cash equivalents

 

189,619

Foreign currencies at fair value (cost of $2,170)

 

2,164

Other assets

 

38,335

Derivative assets

 

2,550

Derivative liabilities

 

(4,594)

Other liabilities

 

(284,707)

Accrued performance fee

 

(6,495)

Management fee payable

 

(987)

Transactional Net Asset Value

$

2,087,226

Number of outstanding shares

 

70,759,830

 

 

The following table provides a breakdown of total Transactional Net Asset Value and Transactional Net Asset Value per share by type as of July 31, 2026 ($ in thousands, except shares and per share data):

 

Type

 

Monthly Transactional Net Asset Value

 

 

Number of Outstanding Shares

 

 

Transactional Net Asset Value per Share

Series I

 

 

 

 

 

 

 

 

A-II Shares

$

428,957

 

 

14,817,395

 

$

28.95

F-I Shares

$

81,802

 

 

2,879,758

 

$

28.41

V Shares

$

1

 

 

40

 

$

25.00

E Shares

$

2,630

 

 

89,262

 

$

29.46

I Shares

$

78,562

 

 

2,771,540

 

$

28.35

S Shares

$

3

 

 

110

 

$

28.32

Series II

 

 

 

 

 

 

 

 

A-II Shares

$

1,403,139

 

 

47,054,711

 

$

29.82

F-I Shares

$

73,555

 

 

2,513,994

 

$

29.26

V Shares

$

1

 

 

40

 

$

25.00

E Shares

$

1,967

 

 

64,809

 

$

30.36

I Shares

$

16,606

 

 

568,061

 

$

29.23

S Shares

$

3

 

 

110

 

$

29.20

Total

 

2,087,226

 

 

70,759,830

 

 

 

 

 

 

 

 

 


 

 

Reconciliation of Transactional Net Asset Value to GAAP Net Asset Value
 

The following table reconciles Transactional Net Asset Value to GAAP Net Asset Value as of July 31, 2026 ($ in thousands):

 

 

As of July 31, 2026

GAAP Net Asset Value

$

2,069,079

Adjustment:

 

 

Accrued shareholder servicing fees and distribution fees(1)

 

-

Deferred tax liabilities (2)

 

18,147

Amortization of certain organizational and offering expenses (3)

 

-

Transactional Net Asset Value

$

2,087,226

 

 

(1) Represents an adjustment to reflect shareholder servicing fees and distribution fees related to Series I and Series II Class S Shares and Class F-S Shares sold as they are accrued on a monthly basis.

 

(2) Represents the exclusion of certain deferred tax liabilities that, although required to be recognized under GAAP, are not expected to be incurred by the Company based on anticipated income, available deductions and the timing of realization events.

 

(3) Represents amortization of certain organizational and offering costs over a 60-month period.