The Memo: You Bet!
The Memo: This Time It's Different
The Memo: Investing Without People
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.
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.
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: Performing Credit Quarterly 3Q2021
The U.S. economic recovery is slowing, inflation is rising, and concerns about China’s property sector are escalating. In the latest video in Oaktree’s Insights Live series, Danielle Poli discusses these risks and many others with David Rosenberg (Global Credit, High Yield Bonds), and Wayne Dahl (Portfolio Construction & Risk Management). While they caution against complacency, they also explain why it’s not all doom and gloom for credit investors today.
Insights Live: Performing Credit Quarterly 2Q2021
Navigating today’s uncertain market environment requires flexibility, especially the freedom to invest in both liquid and illiquid credit. In the latest installment of our Insights Live video series, Danielle Poli discusses the illiquid side of this equation with Raj Makam (Direct Lending) and Milwood Hobbs, Jr. (North American Sourcing & Origination). They review the benefits and lesser-known risks of direct lending and ask whether the pandemic taught investors the wrong lessons.
Is Anything on Sale? Discussing Today’s Global Credit Markets
Is anything on sale? Some of Oaktree’s top global credit experts recently sat down to discuss where they believe they’re finding value in sub-investment-grade asset classes. This Insights video provides highlights from this event led by Oaktree Co-Chairman and Chief Investment Officer Bruce Karsh.
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.