“Marks/Oaktree is one of the great distressed debt investors of the past 20-30 years and he says very humbly, “I don’t really know the future.” I might be right 80% of the time. I hope to be, but I might not. Also, he makes clear that TIMING was the KEY. He points out that of their funds invested post-crisis, they invested MOST of their tens of billions raised in the quarter after Lehman failed and a lot less since then.”, Mike Perry, former Chairman and CEO, IndyMac Bank

On the Couch, Howard Marks, Oaktree Capital Management, L.P.

Posted on January 26, 2016, in Postings. Bookmark the permalink. Leave a comment.

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