303 results for "memo":
Showing 271 - 280 of 303 results
March 2024 Edition Roundup
Oaktree Co-Chairman Howard Marks discussed this view in detail in his recent memo, Easy Money. 4.
On Regulation
Memo to: Oaktree Clients From: Howard Marks Re: OnRegulation I’ve been asked why there weren’t any memos during the twelve weeks between September 9 and December 1., It pulls together all of the strands of my philosophy into what might be thought of as a super-memo.
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters - March 2023 Edition
In Howard's recent memo Sea Change, he wrote, “We've gone from the low-return world of 2009-21 to a full-return world, and it may become more so in the near term….
The Realists Creed
A l l R i g h t s R e s e r v e d Memo to: OaktreeClients From: HowardMarks Re: TheRealist's Creed Early this year, I was asked to write an article for "Trusts & Estates" magazine.
Performing Credit Quarterly 3Q2023: Tails, You Lose?
But, of course, such performance is only possible if managers avoid (or limit) defaults and losses, which is why we believe credit expertise, experience over multiple cycles, and risk control are essential for successful CLO managers. (5) The risk/return calculus for credit versus equity investment may be shifting We’ll give Howard the last word, with an excerpt from his recent memo Further Thoughts on Sea Change: Will asset ownership be as profitable in the years ahead as in the 2009-21 period?
2020 in Review
Thus, you might end up feeling this memo should have been titled Preview of 2021 rather than 2020 in Review.
A Look Under the Hood
The content of the consultant’s session impressed me so much that I decided to write a memo about it., I’m not disclosing the names of the state and its consultant, for obvious reasons, but I’m very pleased that they agreed to let me use the content of the meeting as raw material for this memo.
Assessing Performance Records a Case Study
Memo to: OaktreeClients From: Howard M a r k s R e : AssessingPerformance Records – A Case Study What are the non-negotiable requirements for accurately assessing investment performance?, in my memo Pigweed, from December 7, 2006
The Long View
A l l R i g h t s R e s e r v e d Memo to: OaktreeClients From: Howard M a r k s R e : TheLongView Manyofmy memos over the last year and a half have touched on the developments in 2003-07 that brought on the current financial crisis., A l l R i g h t s R e s e r v e d 5 Cycles in Long-Term Trends The main thing I want to discuss in this memo is my realization that there are cycles in the long-term trend, not just short-term cycles around it, and we’ve been living through the positive phase of a big one., My last memo was on the subject of leverage and its major role in the crisis we’re all experiencing.
It's Not Easy
All Rights Reserved Memo to: Oaktree Clients From: Howard Marks Re: It’s Not Easy In 2011, as I was putting the finishing touches on my book The Most Important Thing, I was fortunate to have one of my occasional lunches with Charlie Munger., This memo is largely about the challenges they present, • In my memo on liquidity in March, I borrowed an idea from my son Andrew: If you look longingly at the chart for a stock that has risen for twenty years, think about how many days there were when you would’ve had to talk yourself out of selling.