Oaktree Capital Management

also referred to as: oaktree capital

5 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Aug 30, 2022 by Howard Marks · said 19 times in 1 episodes since 2022 · across every show →

Mentions by year

brought up most by Howard Marks (12), David Rosenthal (4), Ben Gilbert (3)

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2022 19 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Oaktree Capital Management, oldest first

Aug 30, 2022 neutral
Disclosure
Howard Marks: Oaktree Historically Avoided Contact With Tech Companies
“In the credit field, where I've spent the last 44 years, we historically have not had contact with what you would call a tech company.”
Howard Marks Aug 30, 2022 ▶ 14:24 Howard Marks & Andrew Marks: Something of Value · Acquired
Aug 30, 2022
Disclosure
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.”
Howard Marks Aug 30, 2022 ▶ 1:04:19 Howard Marks & Andrew Marks: Something of Value · Acquired
Aug 30, 2022 positive
Disclosure
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…”
Howard Marks Aug 30, 2022 ▶ 1:31:27 Howard Marks & Andrew Marks: Something of Value · Acquired
Aug 30, 2022 positive
Assertion Not checkable as stated
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…”
Howard Marks Aug 30, 2022 ▶ 7:32 Howard Marks & Andrew Marks: Something of Value · Acquired
Aug 30, 2022
Disclosure
Howard Marks: Oaktree memos received zero client feedback for ten years
“For the first 10 years I never had a response. Not only did nobody say it was good, nobody ever said, I got it.”
Howard Marks Aug 30, 2022 ▶ 1:28:08 Howard Marks & Andrew Marks: Something of Value · Acquired
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