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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Oaktree Specialty Lending
Oaktree Specialty Lending (OCSL) investor relations material
Oaktree Specialty Lending Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary16 Oct, 2026
Investment strategy and platform
Investment objective: current income and capital appreciation; emphasis on first-lien senior secured loans, discounted secondary opportunities and market dislocations.
Direct-lending team of 78 investment professionals; more than 200 sponsor relationships, with recurring sponsor business in 80%+ of deals.
Managed platform reported $227B AUM, including $163B in credit strategies, and 1,500+ employees across 27 cities and 18 countries.
Portfolio profile
$2.7B fair value across 163 portfolio companies; debt investments carried a 9.3% weighted average yield and median portfolio EBITDA was $189M.
85% of the portfolio was senior secured, including 82% first lien; 91% of the debt portfolio was floating rate.
Non-accruals were 1.8% of debt investments at fair value, down from 2.6% at March 31, 2026; $22M of proceeds received from non-accrual investments.
Software portfolio: $517M fair value across 26 companies, 96% first lien; software PIK was 1.2% of total investment income.
Third-quarter 2026 results and activity
GAAP and adjusted net investment income were each $0.37/share, versus $0.39 and $0.38/share, respectively, in the prior quarter; declared distribution was $0.33/share.
NAV was $15.70/share at June 30, 2026, up from $15.69 at March 31, 2026.
New investment commitments were $206M and new fundings were $235M; proceeds from prepayments, exits, other paydowns and sales totaled $263M.
New debt investment commitments carried a 10.0% weighted average yield at cost; new borrowers represented $136M of commitments.
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Latest events from Oaktree Specialty Lending
- Net investment income was $32.5M, NAV stable at $15.70, and non-accruals fell to 1.8%.OCSL
Q3 2026 - Director elections and auditor ratification were approved without stockholder questions.OCSLAGM 2026
- $2.8B portfolio, 9.3% yield, strong liquidity, and strategic actions drive growth and alignment.OCSLInvestor presentation
- Net investment income and NAV fell, but portfolio quality and liquidity improved.OCSLQ2 2026
- $2.9B portfolio, 86% senior secured, strong liquidity, and stable income with robust new investments.OCSLInvestor presentation
- Net investment income was stable as NAV fell to $16.30 and a $0.40 dividend was declared.OCSLQ1 2026
- Shareholders to vote on authorizing stock issuance below NAV, up to 25% of shares.OCSLProxy Filing
- Election of two directors and auditor ratification are up for vote at the 2026 annual meeting.OCSLProxy Filing
- Adjusted NII per share $0.55, NAV $18.19, fee cut, and $0.55/share dividend declared.OCSLQ3 2024
Next Oaktree Specialty Lending earnings date
Q4 202617 Nov, 2026
Oaktree Specialty Lending
Next Oaktree Specialty Lending earnings date
Q4 202617 Nov, 2026
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Frequently asked questions
Headquartered in Los Angeles, California, Oaktree Specialty Lending Corporation is a business development company specializing in investments in middle market, bridge financing, first and second lien debt financing, unsecured and mezzanine loan, mezzanine debt, senior and junior secured debt, expansions, sponsor-led acquisitions, preferred equity and management buyouts in small and mid-sized companies.