1. Oaktree Specialty Lending reported a $0.01 per share miss in net investment income for Q4, but supported its dividend with NII. 2. Despite credit problems, the BDC's change in management fee structure is positive. 3. OCSL's first-lien strategy, with 82% of funds in senior secured first liens, supports its reputation as a stable dividend payer. 4. Trading at an 11% discount to book value, Oaktree Specialty Lending offers a favorable risk profile for investors with above-average risk tolerance.
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