225 results for "memo":
Showing 161 - 170 of 225 results
2012-03-19-déjà-vu-all-over-again
Memo to: OaktreeClients From: Howard Marks Re: DéjàVuAll Over Again What good is history?, Regular readers know I often include time-tested quotations in my memos., The first is the extreme brevity of the financial memory., In fact, Yogi supplied the title for this memo, saying “It‟s déjà vu all over again.”, In the memo, I mentioned that California had undergone a five-year drought.
2012-06-20-its-all-a-big-mistake
Memo to: OaktreeClients From: Howard M a r k s R e : It’sAllaBigMistake Mistakes are a frequent topic of discussion in our world., Hearing Bob put it that way gave me the immediate inspiration for this memo., I’ve mentioned before the frequency with which I feel I come across a particularly apt quote just when I need it for a memo in the making., Legal Information and Disclosures This memorandum expresses the views of the author as of the date indicated and such views are subject to change without notice., This memorandum is being made available for educational purposes only and should not be used for any other purpose.
2012-11-09-a-fresh-start-hopefully
Memo t o : O a k t r e e C l i e nts F r o m: Howard M a rks Re: AFreshStart (Hopefully) For years I kept these memos away from anything related to politics., President Obama’s Reply I’m proud to share the news that on the strength of my memos, I have been asked to craft a response for President Obama on this subject., Legal Information and Disclosures This memorandum expresses the views of the author as of the date indicated and such views are subject to change without notice., This memorandum is being made available for educational purposes only and should not be used for any other purpose., This memorandum, including the information contained herein, may not be copied, reproduced, republished, or posted in whole or in part, in any form without the prior written consent of Oaktree
Go Figure
All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Go Figure!, That behavior calls to mind my January memo, “On the Couch,” on the subject of the market’s irrationality., In that memo, I included a cartoon showing a newscaster saying, “Everything that was good for the market yesterday was no good for it today.”, * * * This is the last memo on politics for a while, I hope (as may you)., This memorandum is being made available for educational purposes only and should not be used for any other purpose.
The Roundup: Top Takeaways From Oaktree’s Quarterly Letters - 4Q2022
(See Howard’s memo The Illusion of Knowledge for Oaktree’s view on the usefulness of macro forecasting.)
Commemorating 25 Years of Mastering the Market Cycle
.• 1988 marks the peak in S&L failures, part of a slow-moving crisis that would see more than 1,000 institutions fail. 1990 Oaktree • 1990: Howard writes his first investment memo, The Route to Performance , stating that “if you can avoid the losers (and losing years), the winners will take care of themselves.”, What is your favorite Oaktree memory?, It reminds me that the community and relationships we get to develop in our workplace are some of the most meaningful memories, and they stay with me., RM: One of my favorite Oaktree memories tracks back to the founding of the firm—namely the fact that nearly all of our colleagues at TCW decided to join our new venture., Earning clients’ trust and having a wonderful relationship with them have been some of the most important and memorable aspects of being part of Oaktree.
Investing in Mezzanine Debt
Any offer of securities or funds may only be made pursuant to a confidential private placement memorandum, subscription documents and constituent documents in their final form.
special-editon---power-of-credit
Any offer of securities or funds may only be made pursuant to a confidential private placement memorandum, subscription documents and constituent documents in their final form.
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., One of the questions I get most frequently concerning my memos is, “How long does it take to write one?”, But I decided on Sunday March 1 that the virus called for a memo, and it was issued on March 3., This memorandum is being made available for educational purposes only and should not be used for any other purpose., This memorandum, including the information contained herein, may not be copied, reproduced, republished, or posted in whole or in part, in any form without the prior written consent of Oaktree
Which Way Now
All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Which Way Now?, I will borrow from others for the purposes of exposition in this memo, but not because I have reason to believe they’re correct): • The earliest countries to contract the virus have shown good progress., Last June, in my memo This Time It’s Different, I discussed Modern Monetary Theory, which – to simplify – says federal deficits and debt don’t matter., This memorandum is being made available for educational purposes only and should not be used for any other purpose., This memorandum, including the information contained herein, may not be copied, reproduced, republished, or posted in whole or in part, in any form without the prior written consent of Oaktree