Howard Marks
13 statements across 2 episodes · 4 bullish · 3 bearish · 2 people on the record · first statement Aug 30, 2022 by Howard Marks · said 5 times in 4 episodes since 2021 · across every show →
On the record as a speaker too: Howard Marks's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by David Rosenthal (3), Ben Gilbert (2)
tap a year for its mentions
2023 1 mention in 1 episode
2022 3 mentions in 2 episodes 2 per episode
2021 1 mention in 1 episode
Everything said about Howard Marks, oldest first
Aug 30, 2022 neutral
Aug 30, 2022
Howard Marks: Oaktree avoids lone wolves and single-year individual performance pay
“We don't want the lone wolf. We don't want the you eat what you kill kind of person. And we don't pay people on the basis of their one year's quantitative performance as an individual, and we don't want people to work that way.”
Aug 30, 2022 positive
Marks: Oaktree raises its largest funds during crises and cuts fund sizes afterward
“There were debt crises, or crises in general, in 1991, oh one oh two, oh eight oh nine, and then of course a brief one in 2020. And the biggest funds we've raised were the funds that invested in those years. Usually because we had some foresight about what lay…”
Aug 30, 2022 negative
Howard Marks: Managers should raise smaller funds following strong performance
“Most firms, if they have a very successful fund, will follow it up with another fund which is larger on the back of that. But if you think about it, if you had a success in a given area, the good performance of that fund is synonymous with appreciation. In oth…”
Aug 30, 2022 positive
Howard Marks: 'Something of Value' is his most popular memo ever
“That's right, David. Previously, that was held by a, when I wrote, I think it was in January of 14 or 15, called Luck, in which I talked about how lucky I've been and that I'm a big believer in luck and it's great to be on the right side of it. And I listed ab…”
Aug 30, 2022
Aug 30, 2022 positive
Howard Marks: Consistent median performance compounds into top-decile overall returns
“In 1990, I went to visit a client in the Midwest who told me that the pension fund he ran for 14 years was between the 27th percentile and the 47th percentile every year for 14 years... That pension fund was in the fourth percentile of all pension funds for th…”
Aug 30, 2022 neutral
Aug 30, 2022 positive
Howard Marks: Investors should rebrand the selling decision as 'unbuying'
“You know, it all comes down to maybe we can think better about the selling decision if we rebrand it and we call it the decision to unbuy. The thought process should be the opposite of the buying decision and not some chicken stuff about being afraid to lose.”
Aug 30, 2022 negative
Howard Marks: Internet information cannot provide an investing edge
“Human knowledge is cumulative, and lately it's been rushing forward at an incredible pace, so it's hard to imagine that there's a piece of information that I can get off the internet that's going to make me any money for the simple reason that everybody else c…”
Aug 30, 2022 negative
Aug 30, 2022 neutral
Sep 28, 2022
Venture investors should aim to quickly become consensus and right
“You want that to be true when you make the investment, but you don't want to be very non-consensus for long. You want to quickly be consensus and right. You just don't want anybody to see it until you make that bet. But like, you don't want to make that bet an…”