- $000BAssets under management
- 0000Investment professionals
Our equity strategies focus on a broad range of regions and market sectors across traditional private equity, special situation opportunities, and listed equities.
Using an opportunistic approach, we invest in companies we believe to be undervalued. Our private equity strategies seek to enhance value through key strategic and tactical initiatives, including rightsizing capital structures, streamlining operations, improving core businesses, and creating new platforms for growth. Our emerging markets equity business, which invests in listed equities, couples fundamental analysis with in-depth country and industry knowledge to uncover stocks trading at a discount to their intrinsic value. Our teams leverage deep sector knowledge to identify attractive investment opportunities while limiting downside risk.
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Our flexible, opportunistic approach to investing gives us what we believe to be a pronounced strategic advantage."
Bruce Karsh
Chief Investment Officer
Our private equity strategies focus on making control investments in companies across a variety of industries and sectors. In certain cases, our corporate private equity strategies also pursue non-control or platform investments.
Our Special Situations strategy utilizes a highly flexible approach to make control or significant-influence-oriented private equity and debt investments in middle-market companies experiencing a special situation. The all-weather strategy combines expertise in both credit and private equity investing and seeks to generate private equity returns while taking less than commensurate risk. The strategy targets investments with significant upside potential and meaningful downside protection and looks to partner with management to add-value by improving both operations and capital structure.
We believe inefficiencies in emerging markets result in companies that are often poorly analyzed and securities that are commonly mispriced. In our emerging markets equity strategies, we seek to earn attractive returns in equity positions by leveraging our team’s global presence; utilizing a bottom-up, value-driven approach; and applying our in-depth country and industry knowledge that also takes into consideration macroeconomic and market conditions.
Learn more about Oaktree's UCITS (SICAV) Funds.
Learn more about the Oaktree Emerging Markets Equity Fund (OEQIX).
