347 results for "Howard Marks":

Showing 251 - 260 of 347 results

Mysterious

All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Mysterious Most of the time, my memos have their origin in something interesting that’s happening in the world or in a series of events I come across that I think can be interestingly juxtaposed.
Mr. Market Miscalculates

All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Mr.
What Can We Do for You?

Memo to: Oaktree Clients From: Howard Marks Re: What Can We Do For You?
Lines in the Sand

All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Lines in the Sand In my 2016 year-end review, which went only to clients, I included a discussion of the use of subscription lines by closed-end funds in areas such as private equity, real estate, distressed debt and private credit.
Growing the Pie

All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Growing the Pie A few weeks ago, we were pleased to announce a partnership with Brookfield Asset Management that created an alternative investment manager with one of the broadest slates of strategies and greatest asset totals.
Direct Lending: Benefits, Risks and Opportunities

As our co-founder Howard Marks has long said, “we can’t predict, but we can prepare.”
On the Other Hand

All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: On the Other Hand It often happens that just as I’m about to release a memo, I come across something that absolutely has to be incorporated.
Calibrating

All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Calibrating I set a personal record by writing four memos in the month of March, responding to the rapidly unfolding coronavirus crisis.
Knowledge of the Future

All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Knowledge of the Future As I showed by using it again in last week’s memo, I was impressed by the observation of Marc Lipsitch, Harvard epidemiologist, that there are (a) facts, (b) informed extrapolations from analogies to other viruses and (c) opinion or speculation.
Easy Money

All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks R e: Easy Money The backstory: I began writing these memos in 1990 and continued to do so for ten years despite never receiving a single response., This is a familiar theme that frequently marks the turn of the cycle from benign to nasty.