Oaktree Capital Management
also referred to as: oak tree · oaktree capital
7 statements across 1 episodes · 3 bullish · 1 bearish · 1 people on the record · first statement May 4, 2026 by Howard Marks · said 11 times in 1 episodes since 2026 · across every show →
Mentions by year
brought up most by Nikhil Kamath (6), Howard Marks (5)
tap a year for its mentions
Everything said about Oaktree Capital Management, oldest first
May 4, 2026 bullish
May 4, 2026
Marks: Prepare portfolios for multiple middle-probability outcomes rather than maximizing single scenarios
“In investing, you can put together a portfolio rather than one that will produce maximum success. If a certain future unfolds, you can put together a portfolio Which will do fine if several, any of several futures unfold, and not too terribly if a bunch of oth…”
May 4, 2026 negative
Howard Marks: Readily Available Present Data Cannot Create Above-Average Returns
“Readily available, quantitative information about the present cannot hold the key to success. Because everybody has it. Success in investing is doing better than others. Investing is a funny field because it's really easy to be average, and it's really hard to…”
May 4, 2026 positive
May 4, 2026 positive
May 4, 2026
Marks: Superior Credit Investing Requires Predicting Default Probabilities Better Than Competitors
“The base, the most important fundamental skill set is predicting the probability of the fault better than other people. That's where if we don't have that, that's the necessary condition for superior performance.”
May 4, 2026 neutral
Marks: Founding Oaktree at 49 Was His First Intentional Career Decision
“When I think about my early decades, not years, decades, and I think about you know, what I did from, let's say, I would say from the beginning of, let's say high school until starting Oak Tree in, in 95. So that 35 year period, which took me up to age let's s…”