COVID-19
Marks: is it time to be aggressive?
When assets prices are well below their intrinsic value it is a trigger for founder of Oaktree Capital, Howard Marks, to become “incredibly aggressive”.
Amanda WhiteJune 2, 2020
Asset Allocation
Coronavirus: market impacts
The coronavirus has triggered a market correction, bringing the S&P 500 off its all-time high. But as always an analysis of fundamentals, and the relationship between price and value, is essential for allocating capital. So could this be a time to buy?
Amanda WhiteMarch 5, 2020
Uncategorised posts
Howard Marks on alpha and making money
“It used to be easier to make money,” Oaktree Capital Management founder and chairman, Howard Marks muses as he discusses meeting the demands and goals of his clients in 2014. Marks is an avid communicator, and has been writing memos to clients for 24 years. The result is his book “The Most Important Thing”, which […]
Amanda WhiteMarch 5, 2014