The Memo: You Bet!
The Memo: This Time It's Different
The Memo: Investing Without People
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.
In this video, Frank Carroll and Tim Jensen of our Emerging Markets Equities strategy, describe our view of the EM universe, the guiding principles behind risk management and the meaning of value investing in emerging markets.
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.
Co-Chairman Howard Marks is joined by Julio Herrera (Emerging Markets Debt), Pedro Urquidi (Distressed Debt), and Frank Carroll (Emerging Markets Equities) for a roundtable discussion on the emerging markets. Watch the video for their perspectives on the overall EM environment and their approach to disciplined investing during these volatile times.
Co-Chairman Howard Marks is joined by Armen Panossian (Strategic Credit), Madelaine Jones (European High Yield Bonds, European Senior Loans) and Justin Guichard (Real Estate Debt, Structured Credit) to discuss today's credit markets, technical conditions, relative value considerations, and potential areas of opportunity.
In the next installment of our Conversations with Portfolio Managers video series, Co-Chairman Howard Marks discusses the import of cycles with Julio Herrera (Emerging Markets Opportunities and Emerging Markets Debt Total Return), Jordon Kruse (Special Situations) and Robert O'Leary (Distressed Opportunities) on the back of the launch of his New York Times bestseller, Mastering the Market Cycle: Getting the Odds on Your Side.
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.