250 results for "memo":
Showing 91 - 100 of 250 results
There They Go Again...Again
All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: There They Go Again . . ., Both of those memos raised doubts about investment trends that soon turned out to have been big mistakes., Those are only two of the many cautionary memos I’ve written over the years., Ditto In January 2013, I wrote a memo entitled “Ditto.”, The Seeds for a Boom My son Andrew worked extensively with me in preparing this memo.
Yet Again
All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Yet Again?, As I said in the memo, “it’s not real” – there is no intrinsic value behind it., It’s time for caution, as I wrote in the memo, not a full-scale exodus., Thus I’ve realized the memo was diagnostic but not sufficiently prescriptive., If you believe what I said in the memo about the presence of risk today, you might want to opt for #3.
Latest Thinking
All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Latest Thinking Travel to clients abroad and preoccupation with my coming book on cycles (final draft submitted just the other day) have combined to keep me from writing a memo since September, but fortunately not from thinking., , some readers of my July memo, “There They Go Again . . ., In September I observed that the cautionary July memo hadn’t said much with respect to what people actually should do about the markets, and I tried to remedy that., I wrote that in 1997, in a clients-only memo entitled “Are You an Investor or a Speculator?”, 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 - 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….
What’s Oaktree Reading? 2023 Year-End Book Recommendations
Stay True by Hua Hsu Priya Prasad Bowe Head of ESG Stay True is a beautifully written memoir about friendship and loss set in Northern California in the mid-1990s., The Caliph’s House: A Year in Casablanca by Tahir Shah June Sun Vice President, Infrastructure Investing In this captivating memoir, Tahir Shah chronicles his decision to uproot his family’s life in London in order to purchase an ancient, crumbling mansion in Casablanca.
Performing Credit Quarterly 3Q2022: The Signal and the Noise
As Howard Marks recently wrote in his memo The Illusion of Knowledge, few, if any, investors have the ability to consistently and profitably predict macroeconomic trends.
Direct Lending: Benefits, Risks and Opportunities
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.The term “Oaktree®” used herein refers to Oaktree Capital Management, L.P.™ or its affiliates, individually or collectively, as the context requires.This document is being provided on a confidential basis solely for the information of those persons to whom it is given.
Conversation at Panmure House
In the late ’90s, I wrote a memo called What's It All About, Alpha?, I wrote in one of my memos – maybe it was What’s It All About, Alpha?, In the spring of 2007, I wrote a memo called The Race to the Bottom., PS: I’d like to talk more about the memo Investing Without People., In the memo Investing Without People, there are three sections.
Performing Credit Quarterly 3Q2022
As Howard Marks recently wrote in his memo The Illusion of Knowledge, few, i f a n y, i n vestors have the ability to consistently and profitably predict macroeconomic trends.
What Really Matters?
I’ve gathered a few ideas from several of my memos this year – plus some recent musings and conversations – to form the subject of this memo: what really matters or should matter for investors., What Doesn’t Matter: The Trading Mentality Over the years, my memos have often included some of my father’s jokes from the 1950s, based on my strong belief that humor often reflects truths about the human condition., One of the recurring themes in my memos is the idea that the quality of a decision cannot be determined from the outcome alone., November 22, 2022 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.