By Simon Kerr, Publisher of Hedge Fund Insight HFI has been tracking the trends in employment of American hedge funds in London since 2010. The links below this article show two of the previous related articles. What prompted today’s article was the release of results from Fortress Investment Group – a company that has […] Read more »
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 »
1H Returns for Distressed Investing Mildly Supportive of Oaktree Indicator
By Thomson Reuters/Hedge Fund Insight staff Completed Distressed Debt and Bankruptcy Restructuring activity totaled US$59.9 billion during the first half of 2015, a 44% decrease from the first half of 2014. The number of completed deals also saw a significant decrease, with 109 deals during the first half of 2015 compared to the 165 […] Read more »
Institutional Flows Power Growth for Claren Road, MKP Capital and BlueCrest in Credit
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 »
Getting Lucky – Howard Mark’s Memo January 2014
By Howard Marks, Chairman of Oaktree Capital Management Sometimes these memos are inspired by a single event or just one thing I read. This one – like my first memo 24 years ago – grew out of the juxtaposition of two observations. I’ll introduce one here and the other on page seven. Contrary to my […] Read more »
Good writing can help win back investors’ trust
By Nick Padmore, a writer at The Writer the world’s largest language consultancy Nearly half of all complaints in the investment slice of the financial services industry are about bad customer service or general admin[1]. Back in 2007 Andrew Ross Sorkin at the New York Times wrote this article, claiming that hedge fund managers […] 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 »