30 Years of Oaktree – The Memo by Howard Marks

Mentioned

Bullish

OAKTREE— Oaktree Capital Management is positioned for success due to its strong corporate culture, global reputation, and ability to excel in challenging market conditions, particularly in distressed assets.
ASSETMGMT— The asset management industry, particularly firms with strong reputations like Oaktree, is well-positioned for growth due to global recognition and client trust.
DISTRESSED— Distressed assets present significant opportunities, especially for firms like Oaktree that excel in market dislocations and challenging economic conditions.

Not investment advice.