Oaktree Specialty Lending Corporation (OCSL) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome and thank you for joining Oak Tree Specialty Lending Corporation's first fiscal quarter 2026 conference call. Today's conference call is being recorded. I'll now turn the call over to Allison Meermey, OCFL's Head of Investor Relations. Our first quarter 2026 earnings release, which we issued this morning, along with the accompanying slide presentation, can be accessed on the investor section of our website, OaktreeSpecialtyLending.com. Before we begin, I want to remind you that the comments on today's call include forward-looking statements reflecting current views with respect to, among other things, future operating results and financial performance. Actual results could differ materially from those implied or expressed in the forward-looking statement. Please refer to the relevant SEC filing for a discussion of these factors in further detail. Oaktree undertakes no duty to update or revise any forward-looking statements. I'd also like to remind you that nothing on this call constitutes an offer to sell or solicitation of an offer to purchase any interest in an Oaktree fund. Investors and others should note that OCSL uses the investor section of its corporate website to announce material information. The company encourages investors, the media, and others to review information that it shares on its website. Now I'll turn the call over to Matt Pendo, president of OCSL. Matt. Thanks, Allison, and good morning, everyone. I'll begin the call with an overview of our first quarter results. Armin Pinozian, our CEO and co-CIO, will then share some commentary on the current market environment. And Raghav Khanna, our co-CIO, provide details on our portfolio and investment activity. Our CFO and Treasurer, Chris McCown, will then review our financial performance before...