Howard Marks

Howard Marks

Last Update: 05-15-2018

Number of Stocks: 71
Number of New Stocks: 6

Total Value: $4,130 Mil
Q/Q Turnover: 10%

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

Some Thoughts on Holding Cash As markets reach record highs, investors have questioned whether it makes sense to continue holding cash
The S&P 500 continued climbing in the first half of 2017, with a total return of 9.3% (according to Morningstar). Over the past five years, the compounded return for the index has been nearly 15% per annum (enough to double your money). It’s been a wonderful time to be long U.S. equities. Read more...
What Can We Do Now? Part II A list of ways to help us remain calm
About four months ago, I wrote an article titled “What Can We Do Now?” Since then the market continued to rise undisrupted until this week. This headline from CNBC summarized what happened – “Dow Plummets 666 points, capping worst week in two years.” I was just on CNBC’s mobile website and the first 10 headlines are all about the Friday sell-off. The CBOE Volatility Index shot up 28.5% in one day. There’s little doubt that there’s wide spread mini panic in the market. The question of “what can we do now?” is again on investors’ mind. But this time the seeking of an answer seems much more urgent and important than when I wrote the article in September last year. Read more...
The Importance of Consistency Some thoughts on how to stay intellectually honest over time
In my last article, I briefly discussed Netflix Inc. (NASDAQ:NFLX). I think it might be useful to circle back to that discussion to address the main point I was trying to make. Read more...
'Moneyball', FAANG and Buying Opportunities Some random thoughts after a month off
For me, writing is like riding a bike. When I am putting together a new article every few days, the ideas seem to come easily. On the other hand, when I take a prolonged break, the well runs dry. Read more...
Buy The Dip Thoughts on a recent Bloomberg article
Bloomberg published an article on Monday titled “A ‘Crazy’ Stock Market Is Punishing Sellers.” Here’s a quick summary: The absence of volatility, combined with uninterrupted stock market gains, has led market participants to embrace their speculative side. There were a few comments from the article that I would like to discuss. Read more...
» More Howard Marks Articles

Commentaries and Stories

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Rating: 5.0/5 (5 votes)

Risk, Howard Marks and Probability Investing Investing is a game of probabilities. You need to give yourself an advantage Howard Marks - Risk, Howard Marks And Probability Investing
Investing is a business of risk and reward. Balancing risk with reward is critical if you want to be a successful investor and generate outsized returns over the long term. More...

VALUE, VALUE INVESTING, HOWARD MARKS


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Worried About the Market? Protect Yourself With Valuation Why value investing is hard when the market keeps going up, the type of noise you need to to ignore, what type of advice to listen to Howard Marks - Worried About The Market? Protect Yourself With Valuation
What You’ll Learn More...

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Rating: 4.0/5 (1 vote)

Howard Marks’ Oaktree Invests in Struggling Mortgage Lender Company emerged from bankruptcy in early February Howard Marks - Howard Marks’ Oaktree Invests In Struggling Mortgage Lender
Howard Marks (Trades, Portfolio)’ Oaktree Capital Management disclosed that it established a position in Ditech Holding Corp. (NYSE:DHCP) on Feb. 28, following the completion of the company’s restructuring plan. More...

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Howard Marks’ Oaktree Starts 5 New Positions in 4th Quarter Firm invests in 2 companies it manages Howard Marks - Howard Marks’ Oaktree Starts 5 New Positions In 4th Quarter
Howard Marks (Trades, Portfolio)’ Oaktree Capital Management released its fourth-quarter portfolio last week, listing five new holdings. More...

HOWARD MARKS, OAKTREE, BUYS, 4Q


  • Currently 4.92/5

Rating: 4.9/5 (12 votes)

What Can We Do Now? Part II A list of ways to help us remain calm Howard Marks,Charlie Munger - What Can We Do Now? Part II
About four months ago, I wrote an article titled “What Can We Do Now?” Since then the market continued to rise undisrupted until this week. This headline from CNBC summarized what happened – “Dow Plummets 666 points, capping worst week in two years.” I was just on CNBC’s mobile website and the first 10 headlines are all about the Friday sell-off. The CBOE Volatility Index shot up 28.5% in one day. There’s little doubt that there’s wide spread mini panic in the market. The question of “what can we do now?” is again on investors’ mind. But this time the seeking of an answer seems much more urgent and important than when I wrote the article in September last year. More...

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Rating: 5.0/5 (1 vote)

GoodHaven Fund Annual Shareholder 2017 Review of holdings and markets Warren Buffett,Howard Marks - GoodHaven Fund Annual Shareholder 2017
December 18, 2017 More...

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Rating: 5.0/5 (1 vote)

Howard Marks: Deep-Value Outperformance This hedge fund manager has done well in the past decade by purchasing at the right price Howard Marks, Warren Buffett - Howard Marks: Deep-Value Outperformance
Since the crash of 2008, many hedge fund managers have lost their edge, with average results that make passive indexing look good. More...

HOWARD MARKS, OAKTREE CAPITAL, HEDGE FUNDS, BRUCE KARSH, WARREN BUFFETT, INVESTMENT ADVISORY, INSTITUTIONAL INVESTORS, A SSET CLASSES, DISTRESSED DEBT, CORPORATE DEBT, CONTROL INVESTING, CONVE


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Rating: 5.0/5 (3 votes)

Buying Value in a Good Ol’ Bull Market Whether you are in the 'doomsday' camp, the 'watch the interest rate' camp or the long-duration camp, the challenge is to find value investments Howard Marks,Warren Buffett,Jeremy Grantham,David  - Buying Value In A Good Ol’ Bull Market
Many well-regarded experts have weighed in on the length and the pricing of common stocks 8½ years into this bull market. They range from the dire warnings of perma-bears like Marc Faber to more reserved warnings from Howard Marks (Trades, Portfolio) and Robert Shiller. The chart below shows an example of where we are in relation to history: (1) More...

VALUE, QUALITY, BUFFETT


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Rating: 5.0/5 (11 votes)

Buy The Dip Thoughts on a recent Bloomberg article Howard Marks,Warren Buffett - Buy The Dip
Bloomberg published an article on Monday titled “A ‘Crazy’ Stock Market Is Punishing Sellers.” Here’s a quick summary: The absence of volatility, combined with uninterrupted stock market gains, has led market participants to embrace their speculative side. There were a few comments from the article that I would like to discuss. More...

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Rating: 4.7/5 (13 votes)

The Importance of Consistency Some thoughts on how to stay intellectually honest over time Howard Marks - The Importance Of Consistency
In my last article, I briefly discussed Netflix Inc. (NASDAQ:NFLX). I think it might be useful to circle back to that discussion to address the main point I was trying to make. More...

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  • Currently 5.00/5

Rating: 5.0/5 (5 votes)

-3.9% Annualized Return for the Next 7 Years: Any Takers? Asset class forecasts are very bleak and well-known superinvestors are sounding the alarm and tempering expectations Howard Marks,Seth Klarman,Paul Tudor Jones,Ray Dal - -3.9% Annualized Return For The Next 7 Years: Any Takers?
More...

LONG, INSIDER BUYING,


  • Currently 4.62/5

Rating: 4.6/5 (13 votes)

'Moneyball', FAANG and Buying Opportunities Some random thoughts after a month off Howard Marks - 'Moneyball', FAANG And Buying Opportunities
For me, writing is like riding a bike. When I am putting together a new article every few days, the ideas seem to come easily. On the other hand, when I take a prolonged break, the well runs dry. More...

NONE


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Rating: 4.7/5 (7 votes)

What Can We Do Now? A list of strategies investors can follow in today's environment Howard Marks,Charlie Munger,Warren Buffett,Prem Wa - What Can We Do Now?
The inspiration for this article comes from a combination of Howard Marks (TradesPortfolio)' memo “There They Go Again … Again” and interactions I had with a few friends. More...

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Howard Marks and James Montier: Expect Lower Equity Returns After record-breaking returns since the crisis, Marks and Montier believe investors should accept lower returns going forward Howard Marks - Howard Marks And James Montier: Expect Lower Equity Returns
Howard Marks (TradesPortfolio) recently published a memo titled "There They Go Again... Again," which has reportedly attracted the most interest “in the 28 years I’ve been writing memos, with comments coming from Oaktree clients, other readers, the print media and TV.” More...

HOWARD MARKS, JAMES MONTIER, VALUE, VALUE INVESTING, INVESTING


  • Currently 4.57/5

Rating: 4.6/5 (7 votes)

Howard Marks Responds to Critics With Memo: 'Yet Again?' Many took issues with his previous post, Marks said Howard Marks - Howard Marks Responds To Critics With Memo: 'Yet Again?'
Howard Marks (Trades, Portfolio), widely followed investor at Oaktree Capital, posted a memo on Thursday titled “Yet Again,” to push back at the firestorm his previous post “There They Go Again… Again” ignited in July. Marks’ latest clarifies statements he believed some clients, readers and media pundits misunderstood. In the process, he gives more details of his thinking on topics ranging from value investing to Bitcoin. He also makes his definitive statement on Facebook (NASDAQ:FB), Amazon (NASDAQ:AMZN) and other FAANG stocks. More...

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Lessons From the Past: Returns Without Risk Howard Marks on how to generate returns without taking on additional risk Howard Marks - Lessons From The Past: Returns Without Risk
Howard Marks (Trades, Portfolio)' regular memos should be required reading for every investor. Over the years, he has delivered some incredibly insightful comments about all areas of investing, but mainly value investing as this is where Oaktree specializes. More...

VALUE, VALUE INVESTING, HOWARD MARKS, INVESTING


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What Does Howard Marks See in Vistra Energy? Guru owns more than 50 million shares of company Howard Marks - What Does Howard Marks See In Vistra Energy?
According to aggregated second quarter 13F filing data, the second-largest stock buy among significant value funds last quarter was Vistra Energy Corp. (NYSE:VST). Vistra made it into the top 10 thanks to activity from one large investor, Howard Marks (Trades, Portfolio). More...

VALUE, VALUE INVESTING, HOWARD MARKS, INVESTING


  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

2nd-Level Thinking Is Required for Outperformance Howard Marks on the importance of thinking differently Howard Marks, Charlie Munger - 2nd-Level Thinking Is Required For Outperformance
 Howard Marks (TradesPortfolio)' regular memos should be required reading for every investor. Over the years, he has delivered some incredibly insightful comments into all areas of investing, but mainly value investing as this is where Oaktree specializes. More...

HOWARD MARKS, INVESTING, VALUE INVESTING


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The Summer Heats Up Many investors have been more concerned about getting sunburned to a geopolitical crisp Howard Marks,Ray Dalio - The Summer Heats Up
The temperature in the stock market heated up again this month. Like a hot day at the beach, the Dow Jones Industrial Average stock index burned +542 points higher this month (+2.5%), while scorching +2,129 points ahead in 2017 (or +10.8%). More...

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