Oaktree Specialty Company Leadership

OCSL Stock  USD 15.73  0.10  0.64%   
Oaktree Specialty employs about 18 people. The company is managed by 18 executives with a total tenure of roughly 16 years, averaging almost 0.0 years of service per executive, having 1.0 employees per reported executive. Inspection of Oaktree Specialty's management performance can provide insight into the company performance.
Mathew Pendo  President
President
  
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Oaktree Specialty Lending. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in state.

Oaktree Specialty's Workforce Through the Years

Please note that employee historical analysis has become an increasingly important factor for investors assessing the risk associated with Oaktree Specialty's future performance. Based on our forecasts, it is anticipated that Oaktree will maintain a workforce of about 20 employees by April 2025.
 
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Oaktree Specialty Management Team Effectiveness

The company has return on total asset (ROA) of 0.0595 % which means that it generated a profit of $0.0595 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0369 %, meaning that it created $0.0369 on every $100 dollars invested by stockholders. Oaktree Specialty's management efficiency ratios could be used to measure how well Oaktree Specialty manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Oaktree Specialty's Return On Tangible Assets are quite stable compared to the past year. Return On Capital Employed is expected to rise to 0.10 this year, although the value of Return On Equity will most likely fall to 0.11. At this time, Oaktree Specialty's Other Assets are quite stable compared to the past year. Other Current Assets is expected to rise to about 122.9 M this year, although the value of Non Current Assets Total will most likely fall to about 1.9 B.
Net Income Applicable To Common Shares is expected to rise to about 43 M this year, although the value of Common Stock Shares Outstanding will most likely fall to about 47.2 M.

Oaktree Specialty Workforce Comparison

Oaktree Specialty Lending is currently under evaluation in number of employees category among its peers. The total workforce of Financials industry is now estimated at about 132,587. Oaktree Specialty adds roughly 0.0 in number of employees claiming only tiny portion of equities under Financials industry.
The company has Profit Margin (PM) of 0.15 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.86 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.86.

Oaktree Specialty Insider Trading History

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Oaktree Specialty insiders, such as employees or executives, is commonly permitted as long as it does not rely on Oaktree Specialty's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases, Oaktree Specialty insiders must file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
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Buy/Sell Ratio# Purchases Trades# Sales TradesTotal Shares PurchasedTotal Shares Sold
2022-03-01
4.0
4
1
 7,300 
 0.00 
2021-03-01
0.6316
12
19
 8,623,103 
 997,815 
2020-09-01
8.0
8
1
 21,000 
 4,100 
2020-03-01
1.25
10
8
 2,812,938 
 3,960,912 
2019-12-01
0.25
4
16
 30,490 
 1,600,606 
2019-09-01
0.1818
2
11
 4,000 
 154,725 
2019-06-01
0.0938
3
32
 7,000 
 1,441,636 
2019-03-01
0.0833
1
12
 19,160 
 328,751 
2018-09-01
0.2353
4
17
 30,340 
 747,938 
2017-12-01
4.5
18
4
 400,234 
 2,819,212 
2016-12-01
0.1111
1
9
 5,000 
 323,073 
2016-09-01
2.0
2
1
 16,500 
 1.00 
2016-03-01
1.0
2
2
 21,000 
 135,483 
2015-09-01
2.0
2
1
 6,000 
 0.00 
2015-03-01
37.0
37
1
 1,135,151 
 0.00 
2014-09-01
0.5
1
2
 1,000.00 
 0.00 
2013-06-01
13.0
13
1
 52,000 
 0.00 
2010-12-01
0.5
1
2
 1,000.00 
 0.00 
2009-12-01
4.0
4
1
 22,000 
 1,000.00 
2009-06-01
31.0
31
1
 57,099 
 0.00 
2009-03-01
12.0
12
1
 91,670 
 0.00 

Oaktree Specialty Notable Stakeholders

An Oaktree Specialty stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Oaktree Specialty often face trade-offs trying to please all of them. Oaktree Specialty's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Oaktree Specialty's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
Mathew PendoPresidentProfile
Lucia KimSenior PresidentProfile
Christopher McKownMD,CFO TreasurerProfile
CPA CFAMD COOProfile
Eric JohnsonManaging DirectorProfile
Aman MDManaging LendingProfile
Armen JDCEO OfficerProfile
Sandeep KhoranaManaging OriginationProfile
Michael MosticchioIR Contact OfficerProfile
CFA CPAVP COOProfile
Chris McKownCFO MDProfile
Emil CalibosoAccounting SupervisorProfile
Dane KlevenSenior RelationsProfile
Ashley PakChief OfficerProfile
Aman KumarManaging LendingProfile
Raghav KhannaManaging ManagerProfile
Mary JDMD,General SecretaryProfile
Mary GalleglyMD,General SecretaryProfile

About Oaktree Specialty Management Performance

The success or failure of an entity such as Oaktree Specialty Lending often depends on how effective the management is. Oaktree Specialty management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Oaktree management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Oaktree management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Last ReportedProjected for Next Year
Return On Tangible Assets 0.05  0.05 
Return On Capital Employed 0.10  0.10 
Return On Assets 0.05  0.05 
Return On Equity 0.12  0.11 

Oaktree Specialty Workforce Analysis

Traditionally, organizations such as Oaktree Specialty use manpower efficiency calculations for various incentive schemes, employee appraisal, or as an initiative to improve the processes. However, it can also be used by investors to make long-term investment decisions. The trends in the profit per employee or revenue per employee are measured by net income or revenue divided by the current number of full-time employees over a given time interval. Because workforce needs differ across sectors, these ratios could be used to compare Oaktree Specialty within its industry.

Oaktree Specialty Manpower Efficiency

Return on Oaktree Specialty Manpower

Revenue Per Employee19.2M
Revenue Per Executive19.2M
Net Income Per Employee3.2M
Net Income Per Executive3.2M
When determining whether Oaktree Specialty Lending is a strong investment it is important to analyze Oaktree Specialty's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Oaktree Specialty's future performance. For an informed investment choice regarding Oaktree Stock, refer to the following important reports:
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Oaktree Specialty Lending. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in state.
You can also try the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Oaktree Specialty. If investors know Oaktree will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Oaktree Specialty listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.35)
Dividend Share
2.2
Earnings Share
0.67
Revenue Per Share
4.543
Quarterly Revenue Growth
(0.12)
The market value of Oaktree Specialty Lending is measured differently than its book value, which is the value of Oaktree that is recorded on the company's balance sheet. Investors also form their own opinion of Oaktree Specialty's value that differs from its market value or its book value, called intrinsic value, which is Oaktree Specialty's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Oaktree Specialty's market value can be influenced by many factors that don't directly affect Oaktree Specialty's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Oaktree Specialty's value and its price as these two are different measures arrived at by different means. Investors typically determine if Oaktree Specialty is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oaktree Specialty's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.