Oaktree Specialty Lending Corporation Direct Lending Approach
OAKTREE
OCSL | Specialty Lending Corporation
Oaktree Capital Management
Founded in 1995, Oaktree is a leading global
investment management firm focused on credit
investing
Applies a contrarian, value-oriented and
risk-controlled investment strategy across a
variety of asset classes
Assets under management of $99.3 billion as of
June 30, 2017
Manages assets for a wide variety of clients
including many of the most significant investors in
the world
75 of the 100 largest U.S. pension plans
The main pension fund of 38 states in the
United States
Investment Areas¹
Assets Under Management ($ in billions)²
Corporate
Distressed
Control
Debt
Debt
Investing
$40.6
$25.8
$14.6
Real
Estate
$8.6
Convertible
Securities
$5.4
Listed
Equities
$4.2
-
Over 400 corporations
-
Over 350 university, charitable and other
endowments and foundations
Over 350 non-U.S. institutional investors and 16
sovereign wealth funds
As of June 30, 2017
1 Includes offices of affiliates of Oaktree-managed funds. Oaktree headquarters is based in Los Angeles.
2 Assets under management presented above exclude $75 million of assets in the Japan Opportunities strategy.
Historical Assets Under Management
($ in billions)
$120
100
$83
$84
80
$73
$75 $77
60
$53
$50
$36
40
20
0
2013
2014
2015
$91
$101
$97
2016
6/30/17
2
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