We favor a core of long-term equity positions, complemented by opportunistic trading of both longs and shorts, with occasional limited use of leverage.
"Combining long and short positions enables us to reduce exposure to macro factors and to sharply reduce our vulnerability to unpredictable events," says Tim Jensen, who heads the strategy along with Frank Carroll.
As is the case with many Oaktree strategies, we utilize a bottom-up, value-driven search for misvaluations from a lengthy focus list of companies, while employing a top-down risk management overlay to prevent over-concentration by country or industry.
The team has a global presence, with offices in Stamford, CT, Singapore, Hong Kong and London. They
also travel extensively to meet with management of potential and current portfolio companies.
Click here for information regarding risk disclosures associated with our strategies.