Oaktree Specialty Lending Corporation (OCSL) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome, and thank you for joining Oak Tree Specialty Lending of Corporation's first fiscal quarter and full year 2025 conference call. Today's conference call is being recorded. I'll now turn the call to Clark Curry, OCSL's Head of Investor Relations. Thank you, Operator. Our fourth quarter and full year 2025 earnings release, which we issued this morning, along with the accompanying slide presentation, can be accessed on the Investors 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 statements. Please refer to the relevant SEC filings 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 Oak Tree 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 will turn the call over to Matt Pendo, President of OCSL. Matt. Thank you, Clark, and thank you all for joining our call today. I'll begin the call with an overview of our results for the fiscal year and fourth quarter. Armin Pinozian, our CEO and co-CIO, will then share commentary on the current market environment. And Raghav Khanna, our co-CIO, will provide details on our portfolio and investment ...