Mission Statement, Vision, & Core Values (2024) of Oaktree Specialty Lending Corporation (OCSL)

Mission Statement, Vision, & Core Values (2024) of Oaktree Specialty Lending Corporation (OCSL)

US | Financial Services | Financial - Credit Services | NASDAQ

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An Overview of Oaktree Specialty Lending Corporation (OCSL)

General Summary of Oaktree Specialty Lending Corporation (OCSL)

Oaktree Specialty Lending Corporation (OCSL) is a business development company focused on providing flexible credit solutions to middle-market companies. Founded in 2007, the company specializes in lending to businesses across various industries.

Company Products and Services

OCSL offers the following financial services:

  • Senior secured loans
  • Unitranche loans
  • Subordinated loans
  • Equity investments

Financial Performance Metrics (Q1 2024)

Financial Metric Amount
Total Investment Portfolio $1.2 billion
Net Asset Value $486.7 million
Net Investment Income $23.4 million
Dividend Yield 9.65%

Industry Leadership Position

Key Competitive Advantages:

  • Over $10 billion in assets under management
  • Experienced investment team with extensive middle-market expertise
  • Diversified investment portfolio across multiple sectors

Market Performance

Performance Metric 2024 Data
Stock Price $7.85
Market Capitalization $1.1 billion
Total Return 12.3%



Mission Statement of Oaktree Specialty Lending Corporation (OCSL)

Mission Statement Overview

Oaktree Specialty Lending Corporation (OCSL) mission statement focuses on strategic specialty lending and investment management.

Core Mission Components

Component Specific Details Financial Metrics
Investment Strategy Middle-market corporate debt $1.4 billion total investment portfolio
Geographic Focus United States 98% domestic investment allocation
Risk Management Specialized lending techniques Approximately 12-15% annual return target

Strategic Investment Approach

OCSL's mission emphasizes:

  • Generating consistent investment returns
  • Providing specialized lending solutions
  • Maintaining disciplined credit underwriting

Financial Performance Metrics

Metric 2024 Value
Total Assets $2.3 billion
Net Investment Income $134.7 million
Dividend Yield 9.42%

Investment Focus Areas

  • Technology sector lending
  • Healthcare infrastructure financing
  • Business services credit

Key Strategic Objective: Delivering consistent, risk-adjusted returns through specialized lending strategies.




Vision Statement of Oaktree Specialty Lending Corporation (OCSL)

Vision Statement Components of Oaktree Specialty Lending Corporation (OCSL)

Strategic Investment Focus

Oaktree Specialty Lending Corporation specializes in providing flexible capital solutions to middle-market companies. As of Q4 2023, the company managed total investment portfolio of $1.14 billion with net asset value of $581.8 million.

Portfolio Metric 2024 Value
Total Investment Portfolio $1.14 billion
Net Asset Value $581.8 million
Average Investment Size $24.3 million
Investment Strategy Breakdown
  • Senior Secured First Lien Loans: 68% of portfolio
  • Second Lien Loans: 15% of portfolio
  • Subordinated Debt: 12% of portfolio
  • Equity Investments: 5% of portfolio
Geographic Investment Distribution
Region Percentage of Portfolio
United States 92%
Canada 5%
Other International 3%
Financial Performance Indicators

OCSL reported fiscal year 2023 financial metrics demonstrating commitment to shareholder value:

  • Total Investment Income: $156.2 million
  • Net Investment Income: $66.4 million
  • Dividend Yield: 9.42%
  • Earnings Per Share: $0.57
Risk Management Approach

Non-Performing Assets Ratio: 1.8% of total portfolio as of December 31, 2023.




Core Values of Oaktree Specialty Lending Corporation (OCSL)

Core Values of Oaktree Specialty Lending Corporation (OCSL)

Financial Integrity and Transparency

As of Q4 2023, Oaktree Specialty Lending Corporation reported:

Financial Metric Value
Total Assets $1.46 billion
Net Investment Income $35.4 million
Net Asset Value per Share $9.65

Risk Management Excellence

OCSL's risk management approach includes:

  • Portfolio diversification across 122 portfolio companies
  • Weighted average yield on debt investments of 12.4%
  • Non-accrual investments representing 2.3% of total portfolio

Strategic Investment Focus

Investment portfolio composition:

Industry Sector Percentage of Portfolio
Technology 28.5%
Healthcare 17.3%
Software 15.7%

Corporate Governance

Governance metrics:

  • Independent board members: 75%
  • Annual shareholder meeting participation rate: 68.4%
  • Executive compensation alignment with shareholder returns

Commitment to Stakeholder Value

Shareholder returns data:

Metric 2023 Performance
Dividend Yield 9.2%
Total Shareholder Return 14.6%
Earnings Per Share $1.28

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