Oaktree Capital Management: Company Research Report
Company Overview
- Name: Oaktree Capital Management, L.P.
- Mission of the Company: Oaktree's mission is to deliver superior investment results with risk under control and to conduct business with the highest integrity.
- Company Founded: No information is available.
- Founders: No information is available.
- Key People in the Company:
- Howard Marks - Co-Chairman
- Bruce Karsh - Co-Chairman and Chief Investment Officer
- Robert O'Leary - Co-Chief Executive Officer
- Armen Panossian - Co-Chief Executive Officer
- Todd Molz - Chief Operating Officer
- John Frank - Vice Chairman
- Several other Managing Directors and Portfolio Managers across various departments
- Headquarters: No specific location available.
- Number of Employees: No information is available.
- Revenue of the Company: No information is available.
- What is the Company Known For: Oaktree Capital Management is a leader among global investment managers specializing in alternative investments, known for its expertise in investing across the capital structure with an emphasis on opportunistic, value-oriented, and risk-controlled approaches.
Products
Credit Strategies
- Description: Investment in both liquid and illiquid instruments, mainly focusing on rated and non-rated debt of sub-investment grade issuers across developed and emerging markets.
- Key Features:
- Emphasis on risk control and consistency.
- Varied strategies including Opportunistic Credit, High Yield Bonds, Senior Loans, Private Credit, and more.
Equity Strategies
- Description: Focuses on a broad range of regions and market sectors covering private equity, special situations, and listed equities.
- Key Features:
- Opportunistic value-oriented investment approach.
- Leverage on deep sector knowledge to uncover undervaluation.
Real Estate
- Description: Utilizes Oaktree's global platform to invest in assets where the relationship between risk and return is asymmetrical.
- Key Features:
- Emphasis on risk control.
- Investing in areas like distress, inefficiency, value-added and long-term growth.
Recent Developments
- Recent Developments in the Company:
- Brookfield Asset Management acquired a majority interest in Oaktree in 2019, allowing both to offer a comprehensive range of alternative investment products.
- Continuing expansion of their global footprint with offices in major cities across the world.
- New Products Launched: No specific information is available.
- New Features Added to Existing Products: No specific information is available.
- Partnerships: Partnership with Brookfield Asset Management to leverage strengths and maintain independent operation.
Additional Notes
1. Investment Philosophy: Oaktree adheres to a set of six enduring investment principles stressing the importance of risk control, consistency, market inefficiency, and the benefits of specialization.
2. ESG Initiatives: Oaktree integrates Environmental, Social, and Governance (ESG) considerations directly into its investment process.
3. Diversity & Inclusion: Implemented strategies to increase diversity within investment teams through various initiatives.
4. Philanthropy: Has a program called "Our Communities Matter" which supports community initiatives globally.
This report provides a high-level view of Oaktree Capital Management, focusing on its strategic emphasis on credit, equity, and real estate investment, and its noteworthy positioning within the alternative investment sector.
