Oaktree's mission is to deliver superior investment results with risk under control and to conduct our business with the highest integrity.
Oaktree Capital Management is a leading global alternative investment management firm with expertise in credit strategies. The firm was formed in 1995 by a group of individuals who had been investing together since the mid-1980s in high yield bonds, convertible securities, distressed debt, real estate, control investments and listed equities. Today, Oaktree comprises over 900 employees in Los Angeles (headquarters), London, New York, Hong Kong, Stamford, Houston, Tokyo, Luxembourg*, Paris, Frankfurt, Singapore, Seoul, Beijing, Amsterdam*, Dublin*, Dubai and Shanghai. We have 31 portfolio managers with average experience of 23 years and over 720 years of combined investment experience.
The firm’s competitive advantages include its experienced team of investment professionals, a global platform and a unifying investment philosophy. This investment philosophy, which consists of six tenets - risk control, consistency, market inefficiency, specialization, bottom-up analysis and disavowal of market timing - is complemented by a set of core business principles that articulate Oaktree’s commitment to excellence in investing, commonality of interests with clients, a collaborative and cooperative culture, and a disciplined, opportunistic approach to the expansion of offerings.
As a result of consistent application of our philosophy and principles, Oaktree has earned a large and distinguished clientele. Among Oaktree's global clients are approximately 100 of the 300 largest global pension plans, 75 of the 100 largest U.S. pension plans, over 400 corporations, over 350 endowments and foundations, 16 sovereign wealth funds and 39 of the 50 primary state retirement plans in the United States.
Our expertise investing across the capital structure has allowed us to cultivate a diversified mix of global investment strategies in six categories: distressed debt, corporate debt, control investing, convertible securities, real estate and listed equities. Importantly, the expansion of our strategies has been achieved primarily through “step-outs” into highly related fields, based on identifying markets that (a) we believe have the potential for attractive returns, and (b) can be exploited in a manner consistent with the firm’s risk-controlled philosophy.
*Office of affiliates of Oaktree-managed funds
Historical Assets Under Management (AUM)1
Oaktree manages assets on behalf of many of the most significant institutional investors in the world, including 100 of the 300 largest global pension plans, 75 of the 100 largest U.S. pension plans, over 400 corporations, over 350 endowments and foundations, 16 sovereign wealth funds and 39 of the 50 primary state retirement plans in the United States.
Oaktree's foremost priority is to provide its clients superior risk adjusted performance in alternative asset classes. The company invests in closed-end, open-end and evergreen vehicles across six asset classes.