Oaktree Specialty Lending: BDC Market Sell-Off Likely Overdone, Hold
2026-02-25 11:57:14 ET
Oaktree Specialty Lending Corporation ( OCSL ) supported its dividend with net investment income in the December quarter, and the BDC now has two consecutive quarters of NII growth under its belt. The investment firm's high non-accruals still weigh on OCSL's valuation, however: Oaktree Specialty Lending is trading at a massive 30% discount to net asset value. While the higher-than-average non-accrual ratio is a reason why OCSL is trading at such a cheap price, recent concerns in the BDC markets about software exposure have made the discount especially egregious. I believe the 'SaaSpocalypse' is widely blown out of proportion, which offers investors an opportunity to buy the BDC play at new 52-week lows....
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Oaktree Specialty Lending: BDC Market Sell-Off Likely Overdone, Hold
NASDAQ: OCSL
OCSL Trading
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