The Memo: You Bet!
The Memo: This Time It's Different
The Memo: Investing Without People
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, co-portfolio managers 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.
Watch portfolio manager Madelaine Jones and Head of Performing Credit Armen Panossian describe Oaktree’s approach to investing in senior loans.
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.
Since our firm’s inception in 1995, one of the core tenants of our investment philosophy has been the primacy of risk control. Hear Howard Marks introduce conversations he had with portfolio managers Ian Schapiro (Power Opportunities and Infrastructure Investing) and Raj Makam (U.S. Private Debt, Middle-Market Finance Group) on the topic of risk.
Listen to Howard Marks talk with portfolio manager Ian Schapiro to understand how we think about and actively manage risk within the Power Opportunities strategy.
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.