Person: Howard Marks
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Howard Marks: Fewer Losers, or More Winners?
In this memo, he writes about the concept of risk in investing and how he has trained his team at Oaktree to think about risk when building portfolios.20th Sep, 2023
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Howard Marks: What really matters
Howard Marks, the co-founder of Oaktree Capital Management has become famous for his memos about markets and sensible, long-term investing.1st Dec, 2022
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Howard Marks: I Beg to Differ
Howard Marks, the co-founder of $160 billion asset manager Oaktree, has been busy writing memos lately. In this one he writes about how investors must think and what they must do to earn differentiated returns.4th Aug, 2022
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Howard Marks on bargain hunting, bull markets and Bitcoin
Marks has built a reputation as one of the best investors of this generation and his memo's are famous in the financial industry. When he talks, it is worth listening. So we wanted to include both of these articles from the Financial Times featuring his latest thinking.18th Jul, 2022
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The Roundup: Top takeaways from Oaktree's quarterly letters
Oaktree, the $160 billion asset manager co-founded by Howard Marks, releases a number of letters to their investors and clients each quarter. With the second quarter of 2022 just finished, they have released ‘The Roundup’ featuring snippets from these letters.4th Jul, 2022
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Howard Marks: Bull Market Rhymes
In this memo, Marks writes about how some classic themes in investor behaviour had reappeared in the bull market of 2020 and 2021. Bull markets are not an economic phenomenon as much as they are a psychological one. And Mark’s explains what happened over the past two years and how our belief about the future (and the companies building it) became so disconnected to the economic reality of today.1st Jun, 2022
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Howard Marks on Value v Growth Investing
If you’ve heard about the constant struggle between “growth” and “value” stocks, you’re probably aware that lately, it hasn’t been much of a contest. Over the past 13 years, growth has easily outperformed value. In Howard Marks' latest memo, he discusses this contest and offers a different way to look at this decades-old debate.7th Feb, 2021