Saturday, May 12, 2012

Notes to OakTree/Howard Marks First Conference Call

From Distressed Debt Investing:

Today, Howard Marks and other executives from Oak Capital held their first conference call since going public a few weeks ago. Much has been talked about the company since its IPO including a number of prominent funds disclosing ownership in the name including the Davis Funds, Maverick Capital, Scoggin, and Greenlight Capital just to name a few  (some owning the equity when it traded on Goldman Sach's private exchange). The call was quite comprehensive, kicked off by Howard Marks discussing Oaktree's strategy and his thoughts on the market (my emphasis added):

Link to entire recap


  1. Thanks for posting this. I read Howard Marks book The most important thing which is the best investment book I've ever read.

  2. No problem. Thanks for visiting my blog.