Leonard M. Tannenbaum

Oaktree Specialty Lending Corp. is a specialty finance company, which engages in the provision of customized, one-stop credit solutions to companies with limited access to public or syndicated capital markets. Its portfolio include first lien, second lien, kemper jv, and equity. The company was founded on February 15, 2007 and is headquartered in Los Angeles, CA.

First Street Capital invests in established, small and mid-sized companies in connection with other private equity sponsors. They invest primarily in the following sectors: healthcare, business services, retail and consumer, manufacturing, food and restaurants, construction and engineering, distribution and logistics and media and advertising. The firm seeks to maximize totals return by generating current income from their debt investments and capital appreciation from their equity investments. First Street Capital looks for growth companies with annual revenues of $25 to $250 million and EBITDA greater than $3 million. Companies should also have well-positioned products/services with strong potential for growth, solid management teams and corporate governance structures and high-quality equity sponsorship.First Street Capital participates in expansions, acquisitions, recapitalizations and MBOs. Investments range from $5 million to $40 million. First Street Capital's investments are typically structured as first and second lien debt investments, which may include an equity component. All of their debt investments are secured by first or second priority liens on the assets of their portfolio companies. Equity investments may consist of common stock, preferred stock or limited liability company interests. The firm seeks to act as the lead or sole mezzanine investor. They make other opportunistic investments on a case-by-case basis.

Liberty Ridge focuses on domestic equities. Liberty Ridge Capital believes it adds the greatest value over all market cycles by consistently applying a time-tested, bottom-up stock selection process that combines the use of rigorous fundamental research with quantitative techniques. Liberty Ridge Capital seeks to select securities that offer the most attractive trade-off between valuation, near-term dynamics and long-term growth.They believe that superior investment results can be achieved by investing in companies that possess an attractive valuation relative to the broad market and peer group, display positive near-term business prospects and exhibit healthy long-term earnings growth potential. LibertyRidge employs a process that defines a manageable universe of stocks by utilizing proprietary quantitative screens to narrow their focus. Fundamental research further narrows the team's top investment candidates and then a portfolio is constructed based on process and account parameters.In seeking to identify attractive investment opportunities for the Focused, Large Cap, Mid-Cap and Small Cap Funds and the blend portion of the Strategic Small Company Fund, Liberty Ridge first creates a universe of companies whose current share price seems lower than their current or future worth. They consider factors like a company's earnings power vs. its current stock price, dividend income potential, its price-to-earnings ratio vs. similar companies, competitive advantages, like brand or trade name or market niche, management team, and current and future business prospects.Lastly, using their own fundamental research and a bottom-up approach to investing, Liberty Ridge identifies those companies which are currently out of market favor but have the potential to achieve significant appreciation as the marketplace recognizes their fundamental value.