-
Posted by
Two Blokes May 20, 2025 -
Filed in
Stock
-
5 views
Despite a weak Q4 2025 report from Oxford Lane Capital, I see the declines in NII and NAV as temporary and not indicative of long-term value. Recent investments in new CLO equity positions have yet to contribute to income, suggesting that future quarters will show improved results as cash payments begin. Market volatility and lower loan prices present buying opportunities for experienced CLO managers, supporting OXLC's long-term income potential despite short-term price pressure.
