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Oaktree's Howard Marks Thinks the Recovery Is in The Early Days and He Likes Real Estate

February 19, 2013 | About:

Value investing legend Howard Marks oversees a cool $77 billion at Oaktree Capital. He thinks that investors are now hard up for yield and are taking on a lot more risk to get the returns that they previously did by owning secure investments.

Marks thinks today is a time for caution, but he does see opportunities. He does not think we are in a bubble environment where we have to be worried about a crash in asset prices.

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