Oaktree Specialty Lending: Undervalued but Facing Increased Default Risks

Thursday, Nov 27, 2025 4:18 am ET1min read

Oaktree Specialty Lending provides loans to small and medium-sized businesses. Historically, it has yielded below-average returns for investors. The company has recently seen a rise in defaults, which could impact its performance. The investment thesis for Oaktree Specialty Lending is not favorable, and its pricing suggests an inevitable decline.

Oaktree Specialty Lending: Undervalued but Facing Increased Default Risks

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