Market
Memos from Howard Marks: Ruminating on Asset AllocationCredit
A global alternatives manager
specializing in credit
Preeminent credit expertise built over three decades
Oaktree has built a globally respected credit platform by offering strategies grounded in the firm’s unifying investment philosophy, which places a primary emphasis on risk control and consistency.
$145B
Assets Under Management
25+
Years of Credit Investing
266
Investment Professionals
AUM and personnel as of September 30, 2024.
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Oaktree
A pioneer in global credit
Value-driven, contrarian investing with a focus on managing risk
Oaktree offers a broad range of credit strategies. The firm’s expertise includes both liquid and illiquid instruments sourced directly from borrowers and via public markets. They focus primarily on rated and non-rated debt of sub-investment grade issuers in developed and emerging markets. Oaktree invests in an array of high-yield bonds, convertible securities, leveraged loans, structured credit instruments, distressed debt and private debt, among other investment areas.
They believe their bottom-up fundamental credit analysis and firm-wide expertise in investing over multiple market cycles provide a competitive edge.
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The Oaktree advantage
Finding opportunities in today’s credit markets requires experience and expertise built over time.
Oaktree has a long history of delivering credit solutions. Learn more about their competitive advantages.
Three reasons to consider allocating to credit
Investing in credit strategies can offer investors these potential benefits.
01
Attractive income generation
02
Inflation protection
03
Lower volatility
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Investment success doesn’t come from buying good things, but rather from buying things well.
Howard Marks
Co-Founder, Co-Chairman, Oaktree Capital
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