347 results for "Howard Marks":
Showing 81 - 90 of 347 results
A Look Under the Hood (Audio)
In his latest memo, Howard Marks offers observations based on his meeting with the board, consultant, and senior staff of a state pension fund., Howard explores the key topics covered during the session, including determining an appropriate risk posture, selecting an investment approach, and assessing performance.
What Really Matters? (Audio)
In his latest memo, Howard Marks weaves together some of the themes he’s explored in 2022 to explain what he believes really matters in investing and what doesn’t.
2020 in Review (Audio)
Howard Marks writes in his latest memo about approaching the investment environment left in 2020’s wake – one generating many questions and no easy answers.
More on Repealing the Laws of Economics (Audio)
In his latest memo, Howard Marks discusses the implications of governmental intervention in economies.
The Roundup: Top Takeaways From Oaktree's Quarterly Letters - 1Q2022
As a bonus, we’ve included an excerpt from Oaktree Co-Chairman Howard Marks’s 2021 year-end letter to clients., Plus, as a bonus, we’ve included an excerpt from Howard Marks’s 2021 year-end letter to clients., As Howard has long said, “we may never know where we’re going, but we had better have a good idea where we are.” 1 Positioning in 2022 Howard Marks Co-Chairman Over the last few years, it has become my practice to decline to answer standard media questions such as “are you a buyer or a seller?”
Ruminating on Asset Allocation
Howard Marks emphasizes basing asset allocation on a risk target, balancing ownership/debt, and the role of debt in today's portfolios.
Shall We Repeal the Laws of Economics?
Howard Marks explores free markets, "price-gouging", and rent setting.
I Beg to Differ
Howard Marks emphasizes on the need for investors to think differently for superior performance, accepting risks, and diverging from the crowd.
Leadership
Leadership Follow Us Senior Executives Howard Marks Co-Chair Bruce Karsh Co-Chair and Chief Investment Officer Robert O'Leary Co-Chief Executive Officer Armen Panossian Co-Chief Executive Officer Jay Ghiya Chief Operating Officer Karly Lancaric Chief Financial Officer John Frank Vice Chairman Howard Marks Co-Founder Bruce Karsh Co-Founder Robert O'Leary Co-Chief Executive Officer Armen Panossian Co-Chief Executive Officer Jay Ghiya Chief Operating Officer Karly Lancaric Chief Financial Officer John Frank Vice Chairman Our People Filter by: Filter by: *non-Oaktree employee Oaktree Capital's leadership team comprises experienced professionals dedicated to delivering value through disciplined investment strategies
The Folly of Certainty (Audio)
In his latest memo, Howard Marks discusses the importance of avoiding expressions of absolute certainty when operating in fields subject to randomness and human emotion, like politics, economics, and investing.