35 Years of Memos @oaktreecapital
35 Years of Memos @oaktreecapital
Uploaded October 2025 | Updated September 2026, 2 weeks ago
To celebrate the 35th anniversary of his memos, Howard Marks recently held a fireside chat for Oaktree employees. Listen to an excerpt from the conversation to hear Howard discuss why he started writing and why he’s kept at it, and learn more about the enduring investment truths encapsulated by his memos.
35 Years of MemosInsights Live: Finding Relative Value in Uncertain TimesEmerging Markets Equities StrategyPart Five: What does it mean to think probabilistically?Conversations: Performing Credit Quarterly 1Q2023Part Seven: What is the relationship between risk and asset quality?Howard Marks: BQ Prime (2023)DispersionIntroducing Behind The Memo: Selling OutThe Rewind: Calling The MarketPart Eight: What is the relationship between risk and return?What are the major misconceptions about CLOs?
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35 Years of Memos

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