Howard Marks’ Words in 2016

By Hedge Fund Insight staff   Howard Marks, co-chairman of Oaktree Capital Group, is a closely followed as a commentator on investment matters.  Here is a small selection of his comments and prognostications from this year.   “Experience is what you got when you didn’t get what you wanted.” “I view alternative investing as like […] Read more »

Summary of “The Most Important Thing” by Howard Marks

By Ken Faulkenberry of Arbor Investment Planner   Howard Marks, author of “The Most Important Thing: Uncommon Sense for the Thoughtful Investor”, is the Chairman of the Oaktree Capital Management. Marks was one of the original founders and is famous for his “memos to Oaktree clients” which he uses liberally throughout the book to add […] Read more »

Oaktree Capital Indicator For Distressed Investing Turns Positive

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By Hedge Fund Insight staff   Distressed debt funds had a disappointing year in terms of returns in 2014. According to Evestment distressed funds returned 0.6% last year, and attracted net subscriptions of $9.15bn in 2014. The story is little different this year in terms of returns- Eurekahedge data makes distressed investing the strategy with […] Read more »

Institutional Flows Power Growth for Claren Road, MKP Capital and BlueCrest in Credit

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By Hedge Fund Insight staff   In all investment strategies of the hedge fund industry the big have got bigger. The growth of assets has tended to be dominated by the top managers, whether in CTAs, macro or multi-strategy. In the period since the Credit Crunch of 2008-9 this long-term trend has accelerated. Between the […] Read more »

Oaktree Capital Sets Out To Seize Control in Europe

Howard Marks of Oaktree Capital Management There are a number of managers of distressed assets who are able to take a medium-to-long-term macro view about the viability of the opportunity set in front of them. Successful distressed investing is a cyclical phenomenon, such that there are better times than others to apply fresh capital to […] Read more »