Jonathan Cohen - Oxford Lane CEO, Portfolio Manager and Interested Director
| OXLCO Preferred Stock | USD 22.80 0.24 1.04% |
CEO
Mr. Jonathan H. Cohen is the Chief Executive Officer, Director of Oxford Lane Capital Corporationration Mr. Cohen has served as Chief Executive Officer of both Oxford Lane Capital Corporationration and Oxford Lane Management since 2010. Mr. Cohen has also served since 2003 as Chief Executive Officer of both TICC Capital Corporationration, a publicly traded business development company, and TICC Management, LLC, TICC Capital Corporationrations investment adviser, and as the managing member of BDC Partners. Mr. Cohen is also a member of the Board of Directors of TICC Capital Corporationration Previously, Mr. Cohen managed technology equity research groups at Wit Capital, Merrill Lynch, UBS and Smith Barney. Mr. Cohen is member of the Board of Trustees of Connecticut College. Mr. Cohen received a B.A. in Economics from Connecticut College and an M.B.A. from Columbia University. Mr. Cohens depth of experience in managerial positions in investment management, securities research and financial services, as well as his intimate knowledge of our business and operations, gives our Board of Directors valuable industryspecific knowledge and expertise on these and other matters since 2010.
| Age | 58 |
| Tenure | 14 years |
| Web | https://www.oxfordlanecapital.com |
Jonathan Cohen Latest Insider Activity
Tracking and analyzing the buying and selling activities of Jonathan Cohen against Oxford Lane preferred stock is an integral part of due diligence when investing in Oxford Lane. Jonathan Cohen insider activity provides valuable insight into whether Oxford Lane is net buyers or sellers over its current business cycle. Note, Oxford Lane insiders must abide by specific rules, including filing SEC forms every time they buy or sell Oxford Lane'sshares to prevent insider trading or benefiting illegally from material non-public information that their positions give them access to.
Jonathan Cohen over a month ago Acquisition by Jonathan Cohen of 1643 shares of Oxford Square at 4.0968 subject to Rule 16b-3 | ||
Jonathan Cohen over six months ago Acquisition by Jonathan Cohen of 4630000 shares of Oxford Lane at 5.4 subject to Rule 16b-3 | ||
Jonathan Cohen over six months ago Acquisition by Jonathan Cohen of 700 shares of Oxford Square at 4.0796 subject to Rule 16b-3 |
Oxford Lane Management Efficiency
The company has return on total asset (ROA) of 0.0834 % which means that it generated a profit of $0.0834 on every $100 spent on assets. This is way below average. Similarly, it shows a return on equity (ROE) of (0.256) %, meaning that it generated substantial loss on money invested by shareholders. Oxford Lane's management efficiency ratios could be used to measure how well Oxford Lane manages its routine affairs as well as how well it operates its assets and liabilities.Management Performance
| Return On Equity | -0.26 | ||||
| Return On Asset | 0.0834 |
Oxford Lane Capital Leadership Team
Elected by the shareholders, the Oxford Lane's board of directors comprises two types of representatives: Oxford Lane inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Oxford. The board's role is to monitor Oxford Lane's management team and ensure that shareholders' interests are well served. Oxford Lane'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, Oxford Lane's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Gerald Cummins, Chief Compliance Officer | ||
| Debdeep Maji, Managing Mang | ||
| Joseph Kupka, LLC Funds | ||
| Jonathan Cohen, CEO, Portfolio Manager and Interested Director | ||
| Christian Mascarinas, LLC Funds | ||
| Saul JD, Pres Director | ||
| Jeffrey Faenza, Accounting Mang | ||
| Ross Bartfield, Managing Director | ||
| Sergio Giudici, Head Technology | ||
| Bruce Rubin, CFO, Controller, Treasurer, Secretary |
Oxford Preferred Stock Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right preferred stock is not an easy task. Is Oxford Lane 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.
Pair Trading with Oxford Lane
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Oxford Lane position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Oxford Lane will appreciate offsetting losses from the drop in the long position's value.Moving together with Oxford Preferred Stock
| 0.92 | BX | Blackstone Group Normal Trading | PairCorr |
| 0.89 | BLK | BlackRock Fiscal Year End 10th of January 2025 | PairCorr |
| 0.9 | APO | Apollo Global Management | PairCorr |
Moving against Oxford Preferred Stock
| 0.78 | BKRKY | Bank Rakyat | PairCorr |
| 0.77 | SHG | Shinhan Financial | PairCorr |
| 0.74 | PPERF | Bank Mandiri Persero | PairCorr |
| 0.71 | PPERY | Bank Mandiri Persero | PairCorr |
| 0.71 | BKRKF | PT Bank Rakyat | PairCorr |
The ability to find closely correlated positions to Oxford Lane could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Oxford Lane when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Oxford Lane - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Oxford Lane Capital to buy it.
The correlation of Oxford Lane is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Oxford Lane moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Oxford Lane Capital moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Oxford Lane can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Other Information on Investing in Oxford Preferred Stock
Oxford Lane financial ratios help investors to determine whether Oxford Preferred Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Oxford with respect to the benefits of owning Oxford Lane security.