Howard Marks

Howard Marks

Last Update: 11-22-2016

Number of Stocks: 59
Number of New Stocks: 9

Total Value: $4,412 Mil
Q/Q Turnover: 32%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Howard Marks' s Profile & Performance

Profile

Chairman of Oaktree Capital Management LP. Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm's adherence to its core investment philosophy, communicating closely with clients concerning products and strategies, and managing the firm.

Web Page:http://www.oaktreecapital.com/

Investing Philosophy

Oaktree Capital is involved in less efficient markets and alternative investments. The firm invests heavily in debt, preferred stocks, and convertible bonds.

Total Holding History

Top Ranked Articles

Correctly Predicting the Future – and Losing Money Some thoughts on the presidential election and what it says about predicting short-term stock market swings
In the weeks leading up to the U.S. presidential election, there was a pretty clear pattern in the stock market: Anything good for Hillary Clinton’s chances of winning the presidency was good for equities (broadly speaking). If forced to guess, it’s safe to say most investors (including myself) would have called for a pretty substantial selloff if Donald Trump managed to pull off the upset. Read more...
Howard Marks Discusses the Election Guru talks politics and market outlook
I confess. I try to time the markets. I’m not supposed to, but I do it anyway. There have been times when it has worked out; there have been times when it hasn’t. Read more...
The Stock Market Will Return Nothing According to Buffett Indicator: Market Valuations and Expected Returns Jan. 2016 Monthly market commentary from GuruFocus
The stock market indices didn’t do much themselves in 2015. Among S&P 500 companies, slightly more companies were down than up. Energy companies, miners were the worst performers in 2015. The best performers were the high fliers such as Netflix (NASDAQ:NFLX), which was up more than 134%, and Amazon (NASDAQ:AMZN), up 117%. Read more...
The Risks Today Are Substantial – Howard Marks Guru believes China poses greatest threat to U.S. economy
Howard Marks (Trades, Portfolio), chairman and founder of Oaktree Capital, warns that investor behavior has entered the zone of imprudence and thinks that China is the biggest threat to the U.S. economy. Read more...
Do High Quality Value Stocks Outperform Low Quality Value Stocks? The evidence is clear that value stocks outperform growth stocks
This article appeared first on The Stock Market Blueprint Blog. Read more...
» More Howard Marks Articles

Commentaries and Stories

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Oaktree Reduces, Eliminates Multiple Positions in the 3rd Quarter Firm's largest sales of the quarter Howard Marks - Oaktree Reduces, Eliminates Multiple Positions In The 3rd Quarter
Howard Marks (Trades, Portfolio) is the chairman of Oaktree Capital Management LP, which was founded in 1995. The firm made the following trades in the third quarter: More...

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23 Questions With Nitiin A. Khandkar 'I am a patient, laid-back investor and do not like to tamper with my portfolio often​' Seth Klarman,Howard Marks - 23 Questions With Nitiin A. Khandkar
1. How and why did you get started investing? What is your background? More...

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Rating: 5.0/5 (10 votes)

Correctly Predicting the Future – and Losing Money Some thoughts on the presidential election and what it says about predicting short-term stock market swings Howard Marks - Correctly Predicting The Future – And Losing Money
In the weeks leading up to the U.S. presidential election, there was a pretty clear pattern in the stock market: Anything good for Hillary Clinton’s chances of winning the presidency was good for equities (broadly speaking). If forced to guess, it’s safe to say most investors (including myself) would have called for a pretty substantial selloff if Donald Trump managed to pull off the upset. More...

NONE


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Howard Marks' Oaktree Discloses Half Ownership of Company, 8 Stock Buys Third-quarter portfolio reported Howard Marks - Howard Marks' Oaktree Discloses Half Ownership Of Company, 8 Stock Buys
Oaktree, where investing great Howard Marks (Trades, Portfolio) is co-chairman, disclosed this week owning a controlling stake in a company worth almost a third of its long portfolio and bought eight other stocks in the third quarter. More...

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Howard Marks Discusses the Election Guru talks politics and market outlook Howard Marks,Carl Icahn,Stanley Druckenmiller - Howard Marks Discusses The Election
I confess. I try to time the markets. I’m not supposed to, but I do it anyway. There have been times when it has worked out; there have been times when it hasn’t. More...

SPY


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Oaktree Buys SunOpta Company is a leading provider of non-dairy aseptic beverages Howard Marks - Oaktree Buys SunOpta
Oaktree Capital Management purchased 11,333,333 shares of SunOpta (NASDAQ:STKL) on Oct. 7, according to a Schedule 13G filing with the Securities and Exchange Commission. The trade had a 2.82% impact on Oaktree Capital Management’s portfolio. More...

OAKTREE, MARKS, BUY, SUNOPTA


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Oaktree Buys Bellatrix Exploration Firm acquires new energy holding Howard Marks,Ronald Muhlenkamp,Jim Simons - Oaktree Buys Bellatrix Exploration
Oaktree Capital Management acquired a new holding in Bellatrix Exploration Ltd. (NYSE:BXE) on Oct. 4. More...

MARKS, OAKTREE, OIL, BUY


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Troubled Kyle Bass Reduces Stake in NMI Holdings Struggling hedge fund has experienced biggest losing streak in its history Kyle Bass,Howard Marks,Jim Simons,Chuck Royce - Troubled Kyle Bass Reduces Stake In NMI Holdings
Hayman Capital Management’s Kyle Bass (Trades, Portfolio) reduced his stake in NMI Holdings Inc. (NASDAQ:NMIH) by 27.24% on Oct. 11. More...

KYLE, BASS, SELL, STRUGGLE, LOSS


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21 Questions With Michael Zapata of Sententia Capital Management 'Unlike others, we tend to be more opportunistic and look for smoke, or fire' Daniel Loeb,Howard Marks - 21 Questions With Michael Zapata Of Sententia Capital Management
1. How and why did you get started investing? What is your background? More...

INTERVIEW, INVESTING, VALUE, SENTENTIA


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21 Questions With Ugo Ume 'I was 14 in 2008 and had no clue what was going on' Warren Buffett,Howard Marks - 21 Questions With Ugo Ume
1. How and why did you get started investing? What is your background? More...

INTERVIEW, INVESTING, VALUE


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18 Questions With Todd Massedge Insight from the founder and CEO of AlphaTree Group Charlie Munger,Howard Marks - 18 Questions With Todd Massedge
I was fortunate to have the opportunity of interviewing Todd Massedge. He is the founder and CEO of AlphaTree Group, as well as a former buyside analyst. We discuss the college professor that influenced him, how he comes up with his best ideas and why he does not focus on valuation until the end of his process. More...

VALUE, PORTFOLIO, 10-K


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Mattress, Roulette or Somewhere Between Investing with a margin of safety Howard Marks, Seth Klarman - Mattress, Roulette Or Somewhere Between
Does more risk equal more return? Or does investing with a margin of safety reduce risk and increase returns? More...

MARGIN OF SAFETY, VALUE INVESTING, RISK, VOLATILITY, SETH KLARMIN, HOWARD MARKS


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Rating: 4.0/5 (1 vote)

Investing With a Margin of Safety Does more risk really mean more returns? Howard Marks, Seth Klarman - Investing With A Margin Of Safety
Does more risk equal more return? Or does investing with a margin of safety reduce risk and increase returns? More...

MARGIN OF SAFETY, VALUE INVESTING, RISK, VOLATILITY, SETH KLARMIN, HOWARD MARKS


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Oaktree Made 7 New Buys in the 2nd Quarter Communications, publishing, energy companies top acquisition list Howard Marks - Oaktree Made 7 New Buys In The 2nd Quarter
Howard Marks' Oaktree Capital Management LP added seven new holdings to the portfolio in the second quarter. More...

GURU, BUYS, MARKS


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Outperforming the S&P500 Stocks that have a better performance than the benchmark Jim Simons,Howard Marks - Outperforming The S&P500
The following are some of the stocks that outperformed the Standard & Poor's 500 Index over the last 12 months and were bought by gurus during the last quarter. More...

STOCK, INVEST, S&P500, OUTPERFORM


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Steady and Growing EPS: Air Methods, Century Bancorp Undervalued stocks with great potential Jim Simons,Howard Marks - Steady And Growing EPS: Air Methods, Century Bancorp
Companies with growing EPS are often good investments because they can return a good profit to investors. Here is a selection of the most undervalued companies, according to the DCF calculator, that have had five-year growing EPS. More...

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The Most Important Thing: Book Review Book highlights 21 investment truths Howard Marks found he had repeatedly emphasized to clients Howard Marks - The Most Important Thing: Book Review
"The Most Important Thing" highlights 21 investment truths that Howard Marks (Trades, Portfolio), the author, at one point found he had repeatedly emphasized to clients. More...

BOOK REVIEW, HOWARD MARKS, VALUE INVESTING


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Howard Marks: Economies Will Slow Post-Brexit Marks discusses long-term view of British exit from EU Howard Marks - Howard Marks: Economies Will Slow Post-Brexit
"I don't think this is a fundamental catastrophe," Oaktree's Howard Marks (Trades, Portfolio) told Bloomberg in a phone interview. While it will have societal, political and geographic ramifications, he does not view it as a long-term financial disaster. More...

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Rating: 4.3/5 (4 votes)

Do High Quality Value Stocks Outperform Low Quality Value Stocks? The evidence is clear that value stocks outperform growth stocks Howard Marks - Do High Quality Value Stocks Outperform Low Quality Value Stocks?
This article appeared first on The Stock Market Blueprint Blog. More...

VALUE STOCKS, MAGIC FORMULA, HOWARD MARKS, QUANTITATIVE VALUE


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Howard Marks Memo: Economic Reality Marks outlines economic principles he says elude certain presidential candidates Howard Marks - Howard Marks Memo: Economic Reality
In 1977, responding to the difficult energy outlook brought on by the Arab Oil Embargo, President Jimmy Carter created the position of Secretary of Energy and chose James Schlesinger as America’s first “energy czar.” Previously Schlesinger had served as Chairman of the Atomic Energy Commission, Director of Central Intelligence, and Secretary of Defense, and in his early days he taught economics at the University of Virginia. I was tickled by a story – undoubtedly apocryphal – about his days in academia that made the rounds when Schlesinger was in his new energy post. More...

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