Yuji Sakai Investment Thesis Since my last coverage three years ago, Oaktree Specialty Lending Corporation (NASDAQ:OCSL) has seen its stock price decline by nearly 10%. It has underperformed the broader market, returning 23%, below the broader market's 29% return. Despite this underperformance, OCSL presents an attractive entry point, trading at a 0.95x Price/NAV multiple. OCSL's portfolio comprises first-lien loans, accounting for 81% of total investments. High-priority debt instruments strongly protec ...