Jay Steven Wintrob – Oaktree Capital Group LLC Investors remained in a bullish mood “Investors remained in a bullish mood in the second quarter buoyed by a relatively resilient U.S. economy, low interest rates around the globe, a surfeit of … Continued
Howard Stanley Marks Define a good year as high absolute or relative return “I’ve traditionally defined a good year as one in which we achieve a return that is either high in the absolute or superior to the benchmark, or … Continued
Oaktree Capital Group LLC (OAK) Q3 2016 Results Bruce Karsh The market may be leaning the wrong way assuming capital flows into US assets will remain strong ” Among the risks is the chance that the market is leaning the … Continued
Oaktree Capital (OAK) CFO David Kirchheimer said we have to expect lower future returns on all asset classes, including private equity, as a result of a world where central banks are keeping interest rates purposefully low “Well I think that … Continued
Oaktree Capital Group’s (OAK) Jay Wintrob Q2 2016 Results We are back to an environment that should reward credit selection and risk management “At Oaktree, we consider these opportunities without attempting to time markets, instead focusing our efforts on volume … Continued
Oaktree (OAK) Chief Investment Officer Howard Marks said government is not the solution to all our problems “People need to understand economic reality and what that means is governments, politicians, and candidates can’t give people everything they want to give … Continued
Jay Steven Wintrob – Chief Executive Officer & Director Bruce Karsh – Co-Chairman and Chief Investment Officer We think we are a big step closer to the next distressed debt opportunity “While it proved to be a fleeting bargain buying … Continued
Oaktree (OAK) Co-Chairman Howard Marks expects increasing defaults in high yield energy bonds “We expect a meaningful uptick in the U.S. high-yield bond default rates over the next 12 months with distressed energy sector contributing most significantly. As I … Continued
Continue to take advantage of opportunities in Europe “This month, we began fundraising for the European Capital Solutions Fund, a successor to the first European Private Debt fund we raised just two years ago. The fund will primarily target proprietary … Continued