Mathew Pendo - Oaktree Specialty President
| OCSL Stock | USD 16.28 0.28 1.75% |
President
Mr. Mathew M. Pendo is Chief Operating Officer of the company since October 2017. He currently serves as Managing Director, Head of Corporationrationrate Development and Capital Markets for Oaktree, which he joined in 2015. Prior to joining Oaktree, Mr. Pendo was at the investment banking boutique of Sandler ONeill Partners, where he was a managing director focused on the financial services industry. Prior thereto, Mr. Pendo was the chief investment officer of the Troubled Asset Relief Program of the U.S. Department of the Treasury, where he was honored with the Distinguished Service Award. There, he built and managed a team of 20 professionals overseeing the Treasurys 200 billion TARP investment activities across multiple industries including AIG, GM and the banks, and all levels of the capital structure since 2017.
| Age | 60 |
| Tenure | 7 years |
| Address | 333 South Grand Avenue, Los Angeles, CA, United States, 90071 |
| Phone | 213 830 6300 |
| Web | https://www.oaktreespecialtylending.com |
Mathew Pendo Latest Insider Activity
Tracking and analyzing the buying and selling activities of Mathew Pendo against Oaktree Specialty stock is an integral part of due diligence when investing in Oaktree Specialty. Mathew Pendo insider activity provides valuable insight into whether Oaktree Specialty is net buyers or sellers over its current business cycle. Note, Oaktree Specialty insiders must abide by specific rules, including filing SEC forms every time they buy or sell Oaktree Specialty'sshares to prevent insider trading or benefiting illegally from material non-public information that their positions give them access to.
Mathew Pendo over six months ago Acquisition by Mathew Pendo of tradable shares of Oaktree Specialty at 19.67 subject to Rule 16b-3 |
Oaktree Specialty Management Efficiency
The company has return on total asset (ROA) of 0.0575 % which means that it generated a profit of $0.0575 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0445 %, meaning that it created $0.0445 on every $100 dollars invested by stockholders. Oaktree Specialty's management efficiency ratios could be used to measure how well Oaktree Specialty manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is expected to rise to 0.06 this year. Return On Capital Employed is expected to rise to 0.11 this year. At this time, Oaktree Specialty's Other Assets are quite stable compared to the past year. Other Current Assets is expected to rise to about 122.9 M this year, although the value of Non Current Assets Total will most likely fall to about 1.9 B.Similar Executives
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Management Performance
| Return On Equity | 0.0445 | ||||
| Return On Asset | 0.0575 |
Oaktree Specialty Lending Leadership Team
Elected by the shareholders, the Oaktree Specialty's board of directors comprises two types of representatives: Oaktree Specialty inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Oaktree. The board's role is to monitor Oaktree Specialty's management team and ensure that shareholders' interests are well served. Oaktree Specialty's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Oaktree Specialty's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Aman MD, Managing Lending | ||
| Armen JD, CEO Officer | ||
| Christopher McKown, MD,CFO Treasurer | ||
| Sandeep Khorana, Managing Origination | ||
| Michael Mosticchio, IR Contact Officer | ||
| Mathew Pendo, President | ||
| CFA CPA, VP COO | ||
| Chris McKown, CFO MD | ||
| Emil Caliboso, Accounting Supervisor | ||
| Ashley Pak, Chief Officer | ||
| Aman Kumar, Managing Lending | ||
| Lucia Kim, Senior President | ||
| Eric Johnson, Managing Director | ||
| CPA CFA, MD COO | ||
| Raghav Khanna, Managing Manager | ||
| Mary JD, MD,General Secretary | ||
| Mary Gallegly, MD,General Secretary |
Oaktree Stock Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Oaktree Specialty a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Return On Equity | 0.0445 | ||||
| Return On Asset | 0.0575 | ||||
| Profit Margin | 0.17 % | ||||
| Operating Margin | 0.81 % | ||||
| Current Valuation | 2.92 B | ||||
| Shares Outstanding | 82.25 M | ||||
| Shares Owned By Insiders | 2.70 % | ||||
| Shares Owned By Institutions | 35.91 % | ||||
| Number Of Shares Shorted | 905.89 K | ||||
| Price To Earning | 11.07 X |
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Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Oaktree Specialty. If investors know Oaktree will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Oaktree Specialty listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.97) | Earnings Share 0.72 | Revenue Per Share 4.913 | Quarterly Revenue Growth (0.07) | Return On Assets 0.0575 |
The market value of Oaktree Specialty Lending is measured differently than its book value, which is the value of Oaktree that is recorded on the company's balance sheet. Investors also form their own opinion of Oaktree Specialty's value that differs from its market value or its book value, called intrinsic value, which is Oaktree Specialty's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Oaktree Specialty's market value can be influenced by many factors that don't directly affect Oaktree Specialty's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Oaktree Specialty's value and its price as these two are different measures arrived at by different means. Investors typically determine if Oaktree Specialty is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oaktree Specialty's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.