Oaktree is a global investment management firm focused on alternative markets, particularly high-yield credit, distressed debt, and convertible securities.
Founded in 1995 by a group of successful investors, including two of its current co-chairmen, Howard Marks and Bruce Karsh.
In 1995, Oaktree's initial capital was $5M, which was contributed entirely by Mr. Marks and Mr. Karsh
In 2012, the company went public, raising about $380 million in its initial public offering.
In 2019, Brookfield Asset Management agreed to purchase a majority stake in Oaktree Capital Group for $4.7B.
As of September 2021, Oaktree had over $153B in assets under management.
Blackstone is an investment firm that specializes in private equity, real estate, credit, and hedge fund investments.
Apollo is an alternative investment firm that specializes in private equity, credit, and real estate investments.
Carlyle is a global investment firm that specializes in private equity, credit, and real estate investments.
Oaktree's High-Yield Credit Strategies primarily invest in below investment grade, higher yielding corporate bonds and loans.
Oaktree's Distressed Debt Strategies invest in the debt of companies that are experiencing financial stress or distress.
Oaktree's Convertible Securities Strategies invest in hybrid securities that have both debt and equity characteristics.
Oaktree Capital is a global investment management firm that specializes in alternative markets, particularly high-yield credit, distressed debt, and convertible securities.
Oaktree was founded in 1995 by a group of successful investors, including two of its current co-chairmen, Howard Marks and Bruce Karsh.
The minimum investment for Oaktree's strategies range from $10M to $100M, depending on the specific strategy.
Oaktree's main competitors include Blackstone Group, Apollo Global Management, and Carlyle Group.
Oaktree's investment philosophy is centered around risk control, consistency, and bottom-up analysis, with a focus on alternative markets, particularly high-yield credit, distressed debt, and convertible securities.
