The Memo: 2020 in Review
Life Sciences Direct Lending: Just What the Doctor Ordered
Life sciences is a high-growth industry with a substantial need for capital. Direct lenders may be able to provide funding while keeping risk under control by mixing scientific know-how with second-level thinking. Oaktree’s latest Insights publication discusses why this may be just what the doctor ordered.
Leaning Toward Value: Emerging Markets Equities After the Pandemic
Emerging markets equities, especially cyclical names, may benefit as investors shift from stocks with sticker-shock prices toward those offering possibly attractive returns, but also the potential for reduced risk. Insights discusses why now may be the time to lean toward value in EM.
Performing Credit Quarterly 4Q2020
The fourth-quarter issue of Oaktree’s Performing Credit Quarterly brings together in one place market insights from six of our credit strategies. We reflect on the closing quarter of an extraordinary year and share our thoughts on the opportunities and risks ahead.
Commemorating 25 Years of Mastering the Market Cycle
We’re pleased to mark Oaktree’s 25-year anniversary with this timeline of key milestones of our firm alongside major events of the global economy.
Risks and Opportunities in EM amid a Global Slowdown
How are today’s volatile market environment and a global economic slowdown affecting the emerging markets? What are the risks and opportunities for EM-focused investors? Read Oaktree’s latest Special Edition for perspectives on those questions and more.
It’s Not Supposed to be Easy: How Oaktree Strives to Add Value in Uncertain Times
This Special Edition Insights focuses on the myriad ways Oaktree investment professionals seek to add value to investments in today’s uncertain environment.
Investing in Structured Credit
Investing in Mezzanine Debt
Investing in Real Estate
Real Estate Income Strategy
Oaktree’s Real Estate Income strategy seeks to provide stable income, with an emphasis on long-term growth and downside protection. Watch Portfolio Manager Mark Jacobs describe key elements that drive his team’s investment decisions.
Structured Credit Strategy
Oaktree’s Structured Credit strategy is grounded in rigorous credit analysis and a strict focus on downside protection. Watch Portfolio Managers Justin Guichard and Brendan Beer describe the cornerstones of our structured credit investing.
Real Estate Debt Strategy
In this video, Portfolio Manager Justin Guichard describes the cornerstones of Oaktree’s Real Estate Debt strategy, including the primacy of downside protection and a focus on proactive asset management.
Insights Live: Life Sciences Direct Lending
Watch the latest installment of Oaktree’s Insights Live series in which Armen Panossian and Danielle Poli discuss the direct lending landscape, including opportunities in the rapidly growing life sciences industry.
Insights Live: Performing Credit Quarterly 4Q2020
Watch the first installment of Oaktree’s Insights Live series in which Armen Panossian and Danielle Poli discuss the latest Performing Credit Quarterly. Armen and Danielle reflect on the extraordinary year 2020 and share their thoughts on the opportunities and risks ahead for performing credit.
Specialization with Armen Panossian
In this installment of our Conversations with Portfolio Managers series, Co-Chairman Howard Marks and Head of Performing Credit Armen Panossian discuss the importance of specialization that leads to deep asset-specific expertise, a fundamental tenet of Oaktree’s investment philosophy.
Our Communities Matter
In 2015, Oaktree commemorated its 20th anniversary by launching a special initiative, Our Communities Matter (OCM), to formalize the Company’s long-standing tradition of supporting our communities. Through this program, Oaktree and its employees are able to dedicate their time and resources to numerous meaningful and much-needed community initiatives across the globe.
The Memo by Howard Marks
On October 12, 1990, Co-Chairman Howard Marks published his first memo to clients. In the decades since, he has periodically released memos reflecting his viewpoint on the investment landscape, as well as more general business insights. On this podcast we'll hear the latest memos by Howard, released in tandem with or shortly after their publication.