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Oaktree Specialty Lending (OCSL) - 2023 Q1 - Earnings Call Transcript

Thanks, Kevin. The next questioner is Kyle Joseph from Jefferies. Kyle, go ahead. Hey, good morning, guys. Thanks for taking my questions. Curious to get your take on expectations for credit this year. Obviously, it seems like rate increases haven't yet impacted company credit performance broadly, including your portfolio. Armen Panossian In terms of the unlevered performance of companies, I would say that, generally speaking, if the company has not been a beneficiary of inflation. So, for example, an energ ...