347 results for "Howard Marks":
Showing 131 - 140 of 347 results
The Best of. . .
Memo to: Oaktree Clients From: Howard Marks Memo to: Oaktree Clients From: Howard Marks Re: The Best of . . ., July 16, 2007 2007 Oaktree Capital Management, L.P. 13 All Rights Reserved © Memo to: OaktreeClients From: Howard Marks Re: It’s All Good . . ., January 14, 2016 2016 Oaktree Capital Management, L.P. 15 All Rights Reserved © Memo to: Oaktree Clients From: Howard Marks Re: What Does the Market Know?, June 12, 2019 2019 Oaktree Capital Management, L.P. 12 All Rights Reserved © Memo to: Oaktree Clients From: Howard Marks Re: You Bet!, September 8, 2022 2022 Oaktree Capital Management, L.P. 14 All Rights Reserved © Memo to: Oaktree Clients From: Howard Marks Re: What Really Matters?
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – September 2025 Edition
Plus, we’ve included an excerpt from Howard Marks’s latest memo. 1 Market Outlook:Worrisome Equity Valuations Howard Marks Co-Chairman A bit over half of the S&P 500’s jaw-dropping 58% two-year total return in 2023-24 was attributable to the spectacular performance of just seven stocks, those of the so-called “Magnificent Seven” – Apple, Microsoft, Alphabet (parent company of Google), Amazon, Meta Platforms (parent company of Facebook), Nvidia, and Tesla.2 These are great companies – some are the best companies ever – and these seven stocks have grown to represent a startling one-third of the total market value of the 500-stock index.
The Complete Collection
1990 – 2025 Memo to: Oaktree Clients From: Howard Marks December 31, 2025 Memo to: Oaktree Clients From: Howard Marks Re: The Complete Collection This anthology represents the collation of all my public memos, from the first one in 1990 to the latest as of the date of publication., May 31, 2002 2002 Oaktree Capital Management, L.P. 11 All Rights Reserved Memo to: OaktreeClients From: Howard Marks Re:Quo V a d i s ?, “The story from Howard Marks is ‘it’s time to get out.’ ” 2., This was epitomized by the TV commentator who reported, “Howard Marks says it’s time to get out.”, July 17, 2024 2024 Oaktree Capital Management, L.P. 5 All Rights Reserved Memo to: Oaktree Clients From: Howard Marks Re: Mr.
Leaning Toward Value: Emerging Markets Equities After the Pandemic
Howard Marks, our co-chairman, penned these lines in his recent memo “Something of Value” (January 11, 2021), critiquing the often oversimplified distinction between value and growth investing.
Transcript - The Insight Conversations - March Roundup
There’s clearly some great entry points out there and buying well, as Howard Marks would tell us is crucial., I think what a lot of LPs are concerned about and rightly so, is that funds that have decent marks today, 2 0 p l u s p e r c e n t I R R m a r k s , b u t t h e y h a v e g o t 1 0 t o 2 0 % D P I ., When the DPI finally comes in, it will not look anything like the marks., And I think that’s a realistic fear given where things are marked today, and I think how long it will take for those marks to become realized in a lot of cases that IRR will not be in that same zip code as it is today when people come in.
Special Edition: Investing in Credit Today
Frank is Oaktree’s Vice Chairman and works closely with Howard Marks, Bruce Karsh and Jay Wintrob in managing the firm.
Different
All Rights Reserved Follow us: Memo to: Oaktree Clients Only From: Howard Marks Re: A Different World Our powers and choices are limited in the coronavirus environment, but one thing I can do is communicate.
What's Oaktree Reading: 2021 Year-End Book Recommendations
A Short History of Financial Euphoria by John Kenneth Galbraith Howard Marks Co-Chairman This short book provides a very good description of the way market participants’ psychology swings to extremes.
Economic Reality
All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Economic Reality Addendum, June 13: There’s been a lot of response since the memo that follows was originally published on May 26., In “The Limits to Negativism” (October 2008), I discussed the fact that in Weimar Germany, the government took the 1,000 mark note and over-stamped it “One Million Marks.”, It’s hard to believe, but according to Wikipedia (user-maintained and perhaps not always the most authoritative): In December 1923 the exchange rate was 4,200,000,000,000 Marks to 1 U.S., One of the firms printing these [new 100 trillion Mark] notes submitted an invoice for 32,776,899,763,734,490,417.05 (3.28 x 10 19 , or 33 quintillion) Marks., That was the motivation behind Germany’s hyperinflation in the 1920s – to make it easier to cover expenses and debts denominated in Marks
Oaktree Capital Management
(Audio) Listen Market Commentary Mar 24, 2026 Reflections on Oaktree Conference 2026 with Howard Marks Listen memos Feb 26, 2026 AI Hurtles Ahead Read memos Feb 26, 2026 AI Hurtles Ahead (Audio) Listen View All Press View All Aug 3, 2026 Brookfield Completes Acquisition of Oaktree Read Jul 21, 2026 Bloomberg: Credit is Pricing in Resiliency – Oaktree's Poli Watch, Jul 15, 2026 My First Million Podcast: Howard Marks – 80 Years of Investing Wisdom in 46 Minutes Watch Follow Us View All Oaktree Capital Management: Global investment firm specializing in alternative investments, delivering superior risk-adjusted returns with a value-oriented approach.