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Upturn AI SWOT - About
Oxford Lane Capital Corp. 8.75% Notes due 2030 (OXLCI)
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Upturn Advisory Summary
08/28/2025: OXLCI (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 3.28% | Avg. Invested days 93 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 1.15 | 52 Weeks Range 23.09 - 25.54 | Updated Date 06/29/2025 |
52 Weeks Range 23.09 - 25.54 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 3.70% | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 76.64% | Operating Margin (TTM) 71.74% |
Management Effectiveness
Return on Assets (TTM) 8.88% | Return on Equity (TTM) 23.94% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
Oxford Lane Capital Corp. 8.75% Notes due 2030
Company Overview
History and Background
Oxford Lane Capital Corp. is a closed-end management investment company that focuses on CLO (Collateralized Loan Obligation) investments. The 8.75% Notes due 2030 represent a specific debt offering by Oxford Lane. Oxford Lane Capital Corp. was formed in 2010. It provides investors with exposure to the US corporate loan market via its investments in CLOs.
Core Business Areas
- CLO Investments: Investing in structured credit products, specifically CLO equity and debt tranches. They aim to generate current income and capital appreciation.
Leadership and Structure
Oxford Lane Capital Corp. is led by CEO Jonathan H. Cohen. Its organizational structure comprises an investment team focused on sourcing, analyzing, and managing CLO investments. The company operates as a registered investment company.
Top Products and Market Share
Key Offerings
- CLO Equity Investments: Investments in the equity tranches of CLOs, offering potentially high returns but also higher risk. Market share data isn't directly available for CLO equity investments, as it's a niche market with many participants. Competitors include other BDCs and hedge funds specializing in structured credit.
- CLO Debt Investments: Investments in the debt tranches of CLOs, providing relatively stable income. Market share data similarly unavailable; competition includes institutional investors and specialized credit funds.
Market Dynamics
Industry Overview
The CLO market is influenced by factors like interest rates, credit spreads, and the overall health of the leveraged loan market. Demand for CLOs can fluctuate based on investor risk appetite and regulatory changes.
Positioning
Oxford Lane Capital Corp. is a specialized player in the CLO market, focusing on both equity and debt tranches. Their competitive advantage lies in their expertise in CLO selection and management.
Total Addressable Market (TAM)
The CLO market is in the hundreds of billions of dollars, but the investable universe for Oxford Lane, given its specific strategy, is a smaller subset. The company positions itself to capture a portion of the returns available in this niche market.
Upturn SWOT Analysis
Strengths
- Specialized expertise in CLO investments
- Potential for high returns from CLO equity
- Experienced management team
- Established track record
Weaknesses
- High reliance on the CLO market
- Sensitivity to interest rate changes
- Complex investment strategy
- Potential for NAV volatility
Opportunities
- Expansion into new CLO tranches or strategies
- Increased demand for CLO investments
- Strategic partnerships
- Growing demand for alternative investments
Threats
- Economic downturn impacting loan performance
- Increased regulation of CLOs
- Rising interest rates
- Increased competition
Competitors and Market Share
Key Competitors
- ECC
- OXSQ
Competitive Landscape
Oxford Lane differentiates itself through specialized CLO expertise. However, they face competition from other BDCs and investment firms specializing in structured credit.
Growth Trajectory and Initiatives
Historical Growth: Oxford Lane's growth is tied to the expansion of the CLO market and their ability to deploy capital effectively. Note: Analyzing past OCLN (common stock) performance provides insight into their growth trends, but does not speak to the debt instrument 8.75% Notes due 2030.
Future Projections: Future growth depends on the CLO market, interest rates, and their continued investment strategy. Analyst estimates related to OCLN (common stock) can offer insights into future projections.
Recent Initiatives: Recent initiatives may include new CLO investments, portfolio diversification efforts, or strategic partnerships.
Summary
Oxford Lane Capital Corp. is a specialized investment firm focused on CLOs, offering potential for high returns but with inherent risks. Their expertise in CLO selection is a key strength, but they face challenges from market volatility and regulatory changes. Monitoring the CLO market and overall economic conditions is crucial for their performance. It is important to refer to Oxford Lane's public fillings for any specific debt offerings that the firm has made.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Publications
- Oxford Lane's Public Fillings
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual due diligence and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Oxford Lane Capital Corp. 8.75% Notes due 2030
Exchange NASDAQ | Headquaters Greenwich, CT, United States | ||
IPO Launch date 2024-07-09 | CEO & Interested Director Mr. Jonathan H. Cohen | ||
Sector - | Industry - | Full time employees - | |
Full time employees - | |||
Oxford Lane Capital Corp. is a close ended fund launched and managed by Oxford Lane Management LLC. It invests in fixed income securities. The fund primarily invests in securitization vehicles which in turn invest in senior secured loans made to companies whose debt is rated below investment grade or is unrated. Oxford Lane Capital Corp was formed on June 9, 2010 and is domiciled in the United States.
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