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.
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.
Listen to Howard Marks talk with portfolio manager Raj Makam to understand how we think about and actively manage risk when investing in mezzanine debt.