Phyllis R. Caldwell
Director at Oaktree Specialty Lending · 4 reported transactions in 2 companies · latest trade Sep 15, 2025
Their record
Across their whole record, 1 purchase can be measured; 0 did better than the S&P 500 over the next 6 months.
Typical move −13.7%, S&P 500 +2.6% over the same days.
Their trades
Bought | Sep 15, 2025 | Sep 15, 2025 close $13.24 → Oct 29, 2026 close $12.13. S&P 500 +16.4% over the same days. | ||
Bought | Sep 15, 2025 | Sep 15, 2025 close $13.24 → Oct 29, 2026 close $12.13. S&P 500 +16.4% over the same days. | ||
Bought | Sep 15, 2025 | Sep 15, 2025 close $13.24 → Oct 29, 2026 close $12.13. S&P 500 +16.4% over the same days. |
$12.9K
Sep 15, 2025 close $13.24 → Oct 29, 2026 close $12.13. S&P 500 +16.4% over the same days.
$329.75
Sep 15, 2025 close $13.24 → Oct 29, 2026 close $12.13. S&P 500 +16.4% over the same days.
$26.4K
Sep 15, 2025 close $13.24 → Oct 29, 2026 close $12.13. S&P 500 +16.4% over the same days.