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The Memo with Howard Marks

You Bet!

The Memo: You Bet!

In his latest memo, Howard Marks discusses the process of thinking in bets, parses the world of gambling, and draws parallels between investing and games of chance.
This Time It's Different

The Memo: This Time It's Different

In this special post-release memo video, Howard Marks discusses Modern Monetary Theory, one of the trending points mentioned in his memo titled “This Time It’s Different.”
Investing Without People

The Memo: Investing Without People

In his memo, Howard Marks considers the future of "Investing Without People."

 
More The Memo with Howard Marks videos

About Our Strategies

Real Estate Income

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

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

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.

More About Our Strategies videos

Conversations with Portfolio Managers

Specialization with Armen Panossian

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.

Emerging Markets with Howard Marks, Julio Herrera, Pedro Urquidi and Frank Carroll

Emerging Markets with Howard Marks, Julio Herrera, Pedro Urquidi and Frank Carroll

Co-Chairman Howard Marks is joined by Julio Herrera (Emerging Markets Debt, Emerging Markets Debt Total Return), 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.

Relative Value with Howard Marks, Armen Panossian, Madelaine Jones and Justin Guichard

Relative Value with Howard Marks, Armen Panossian, Madelaine Jones and Justin Guichard

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.

More Conversations with Portfolio Managers videos

Our Communities Matter

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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.

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