Howard Marks

Howard Marks

Last Update: 09-29-2016

Number of Stocks: 63
Number of New Stocks: 8

Total Value: $2,546 Mil
Q/Q Turnover: 12%

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

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...
Oaktree Made 7 New Buys in the 2nd Quarter Communications, publishing, energy companies top acquisition list
Howard Marks' Oaktree Capital Management LP added seven new holdings to the portfolio in the second quarter. Read more...
Howard Marks Buys Buffett's Kinder Morgan, Yahoo! Inc., WPX Energy Risk-averse, fundamental investor and author of "memos" buys 7 stocks
Oaktree investor and author of widely read memos, Howard Marks (Trades, Portfolio), disclosed his first-quarter portfolio activity Monday morning that included buying seven new stocks. Read more...
» More Howard Marks Articles

Commentaries and Stories

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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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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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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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Liquidity and Frozen Ice Theory Pay attention to liquidity so you don't get trapped Howard Marks - Liquidity And Frozen Ice Theory
Howard Marks (Trades, Portfolio) on liquidity: More...

STRATEGY


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Howard Marks Buys Buffett's Kinder Morgan, Yahoo! Inc., WPX Energy Risk-averse, fundamental investor and author of "memos" buys 7 stocks Howard Marks - Howard Marks Buys Buffett's Kinder Morgan, Yahoo! Inc., WPX Energy
Oaktree investor and author of widely read memos, Howard Marks (Trades, Portfolio), disclosed his first-quarter portfolio activity Monday morning that included buying seven new stocks. More...

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Quality Guru Stocks Include Amgen, Comcast Stocks with high business predictability rating Larry Robbins, Howard Marks, Daniel Loeb - Quality Guru Stocks Include Amgen, Comcast
According to GuruFocus’ All-in-One Screener, the following stocks have a high business predictability rating and at least five gurus are shareholders in the companies. More...

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Macroeconomics and Revisiting Howard Marks' January Memo How Marks assessed conditions when the stock market fell dramatically Howard Marks - Macroeconomics And Revisiting Howard Marks' January Memo
It wasn’t long ago people worried that China might set off another global recession. In mid-January, headlines like, “U.S. stocks post worst 10-day start to a year in history,” and ”$1 trillion erased from stocks so far in 2016” showed up on financial websites across the internet. The S&P 500 (SPY) had lost 122 points and 6% in the first 10 days of 2016. Falling oil prices and slowing growth in China were on many investors’ minds. More...

HOWARD MARKS


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Mattress, Roulette or Somewhere in Between: Investing With a Margin of Safety A margin of safety allows portfolios to experience less volatility over any period of time Warren Buffett, Howard Marks, Seth Klarman - Mattress, Roulette Or Somewhere In Between: Investing With A Margin Of Safety
Does more risk equal more return? More...

VALUE INVESTING, MARGIN OF SAFETY, SETH KLARMIN, HOWARD MARKS, BENJAMIN GRAHAM


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Howard Marks Raises Stake in Taiwan Semiconductors Guru adds more than 1.9 million shares in 4th quarter Howard Marks - Howard Marks Raises Stake In Taiwan Semiconductors
Guru Howard Marks (Trades, Portfolio), Oaktree Capital co-founder, billionaire and author of "The Most Important Thing,"  upped his stake in Taiwan Semiconductors Manufacturing Co. (NYSE:TSM) with the addition of 1,916,718 shares to his portfolio in the fourth quarter of 2015. More...

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Howard Marks and The Few Eternal Truths A memo written after the dot-com bubble burst Howard Marks - Howard Marks And The Few Eternal Truths
Just after the dot-com bubble burst in 1999, Howard Marks (Trades, Portfolio) wrote his impressions on where the market would go and what were the most rational steps an investor could follow. It is important to note that Marks never mentioned where the market would go, just that the eternal truths of investing would become critical to navigate through uncertainty. More...

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Should We Worry About Another 2008 Crash? The market is facing many challenges it hasn't seen before Howard Marks - Should We Worry About Another 2008 Crash?
The stock market has been quite volatile so far this year. The S&P 500 has dropped from 2043 to only 1829 in the middle of February, then climbed to nearly 1960 at the time of this writing. With the plunge in commodity prices, especially oil along with many unstable events in the world, investors have been worrying about another global financial crisis like the one in 2008. If we got into a similar situation from 2008, the financial world would fall apart and the domino effects will influence the whole global financial system in a very negative way. More...

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Howard Marks on the Effects of Investor Sentiment Market sentiments can create both bull and bear markets without significant changes in fundamentals Howard Marks - Howard Marks On The Effects Of Investor Sentiment
I have discussed investment psychology in my recent article titled “The Lesson of Investors’ Psychology,” about the psychological mistakes that investors often make in their thinking and investing behaviours. In this article, I would like to focus on several important points in Howard Marks (Trades, Portfolio)’ recent memo: “On the Couch,” so that we can learn more from him to avoid mistakes in our investment analysis. More...

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The Lesson of Investors' Psychology Investors should be aware their main enemies are likely to be themselves Howard Marks,Warren Buffett - The Lesson Of Investors' Psychology
Many investors should be aware of the famous saying by Benjamin Graham: "The investor’s chief problem – even his worst enemy – is likely to be himself." More...

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