Oxford Lane Capital (OXLC)

• Market cap: $1.81B
• 1 day: -1.13%
• 5 days: 0.19%
• 1 month: -1.13%
• 3 months: -2.24%
• 6 months: -3.68%
• Year to date: 5.43%
• 1 year: 3.15%
• 5 years: -36.79%
• 10 years: -67.73%

About: Oxford Lane Capital Corp is a non-diversified closed-end management investment company. The fund's investment objective is to maximize its portfolio's risk-adjusted total return over its investment horizon. Its current focus is to seek that return by investing in equity and junior tranches of CLO(collateralized loan obligation) vehicles, which are collateralized by a diverse portfolio of senior loans, and which generally have little to no exposure to real estate loans, mortgage loans or pools of consumer-based debt, such as credit card receivables or auto loans. Its investment plan also includes investing in warehouse facilities, which are financing structures intended to aggregate senior loans that may be used to form the basis of a CLO vehicle.

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

250% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 16

146% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 13

19% more funds holding

Funds holding: 100 [Q2] → 119 (+19) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]

1.7% less ownership

Funds ownership: 5.62% [Q2] → 3.92% (-1.7%) [Q3]

10% less capital invested

Capital invested by funds: $72.7M [Q2] → $65.7M (-$6.99M) [Q3]