The latest quarterly memo from Howard Marks of Oaktree is out.
Here is the link to the entire letter:
http://www.oaktreecapital.com/MemoTree/A%20Fresh%20Start%20(Hopefully)%2011_19_2012.pdf
Here is the link to the entire letter:
http://www.oaktreecapital.com/MemoTree/A%20Fresh%20Start%20(Hopefully)%2011_19_2012.pdf