1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
GuruFocus
GuruFocus
Articles 

Howard Marks Remarks: We Are in the Middle of Price Too High or Too Low

May 10, 2012 | About:
Howard Marks Remarks in Conference Call of Oaktree Capital (NYSE:OAK).

1. 26+ years of managing money. Consistent and managing risk. Expert in credit. Outperformance in bad times.

2. $78 billion AUM today, up from $36 in 2007. 1700 limited partners. 100 largest pension funds.

3. Spend most of time visiting potential and existing clients.

howard_marks.top.jpg

Commentaries:

1. Normal period of investment environment.

2. Outlook of developed world, Europe, leadership, China slow down.

3. We are in the middle of price too high or too low

4. Opportunities in US are less

5. Moderate asset prices and moderate investor psychologies.

Listen to the conference call.

About the author:

GuruFocus
GuruFocus - Stock Picks and Market Insight of Gurus

Rating: 2.2/5 (10 votes)

Comments

Please leave your comment:


GuruFocus Mobile App


User Generated Screeners


Doug Taylorncav fcf div
itflpalmsBruce Super Companies
murugarajmurugaraj
jittyJit - Consumer
OGCAMGAusp low cash
felix1904Low Float, high profit, health
jmeekinsDividend Growth
kingjamesmdnew Fast Growers - James's Pet
rael2222VB ok 60.84
9gebbbLFG Quant Valuation I
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
FEEDBACK