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Oaktree Capital Management

also referred to as: oaktree capital

5 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 5, 2019 by Howard Marks · said 11 times in 2 episodes since 2019 · across every show →

Mentions by year

brought up most by Shane Parrish (8), Howard Marks (2), Connor Teskey (1)

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2026 8 mentions in 1 episode
2019 3 mentions in 1 episode

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Everything said about Oaktree Capital Management, oldest first

Mar 5, 2019 bullish
Assertion Supported
Marks: Oaktree achieved 16-17% distressed debt returns over 30 years without leverage
“And, you know, we have a record in distressed debt of, I think, 16 or 17% a year for 30 years without using any leverage.”
Howard Marks Mar 5, 2019 ▶ 13:16 #53 Howard Marks: Luck, Risk and Avoiding Losers
Mar 5, 2019
Disclosure
Marks: Howard Marks no longer makes active investment decisions at Oaktree
“I'm not reading at this point to become a better investor. I'm not making that many investment around this decisions around here. I'm really just trying to lead the organization, the people in the culture and relate to the clients and write and speak and that …”
Howard Marks Mar 5, 2019 ▶ 1:22:43 #53 Howard Marks: Luck, Risk and Avoiding Losers
Mar 5, 2019
Disclosure
Marks: Oaktree Invests at the Micro Level, Not in Macro Themes
“First of all, let me say, Oaktree is not what we call a macro investor. We do not invest in broad themes of economic growth and movements in currencies and interest rates. We are a micro investor. We invest in individual companies and situations and properties…”
Howard Marks Mar 5, 2019 ▶ 27:20 #53 Howard Marks: Luck, Risk and Avoiding Losers
Mar 5, 2019
Insight
Marks: Organizations that second-guess mistakes make investors mistake-averse
“And if you have a partner or an organization which second guesses your mistakes, then you become mistake averse.”
Howard Marks Mar 5, 2019 ▶ 10:45 #53 Howard Marks: Luck, Risk and Avoiding Losers
Mar 5, 2019
Disclosure
Marks: Oaktree invested $10 billion across final 15 weeks of 2008
“For the last 15 weeks of oh eight, we invested an average of six hundred and fifty million a week for a total of ten billion, and the financial world did not melt down.”
Howard Marks Mar 5, 2019 ▶ 4:53 #53 Howard Marks: Luck, Risk and Avoiding Losers
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