Money and Finance
- Leon Cooperman, Howard Marks On Investment Strategy
Link to video: Leon Cooperman, Howard Marks on Investment Strategy Sept. 22 (Bloomberg) -- Leon Cooperman, chairman and chief executive officer Omega Advisors Inc., and Howard Marks, chairman and co-founder of Oaktree Capital Management, talk about...
- Howard Marks On Bloomberg
Link to video: Marks: `Public Money' Supporting Risky Investments April 24 (Bloomberg) -- Howard Marks, chairman of Oaktree Capital Group LLC, talks about investment strategy, risks, and financial markets. Marks speaks with Stephanie Ruhle and...
- Excerpt From The Most Important Thing Illuminated - By Howard Marks
Combating Negative Influences By Howard Marks, Author of The Most Important Thing Illuminated: Uncommon Sense for the Thoughtful Investor People who might be perfectly happy with their lot in isolation become miserable when they see others do better....
- Humility In Investing
From Howard Marks’ May 2002 Memo: "I think humility is essential, especially concerning the ability to know the future. Before acting on a forecast, we must ask whether there's good reason to think we're more right than the consensus view already...
- Howard Marks – April 2001 Memo: Safety First . . . But Where?
As is usual from Howard Marks, this 2001 letter was full of wisdom. A few things I found extra interesting are below (Marks’ excerpts are in blue).In the discussion about the prices of certain assets, I thought the third bullet point in the government...
Money and Finance
Howard Marks on skill-based value added
Howard Marks quote from July 2002, but probably just as valid in today’s environment (I also posted this last night on Twitter):
“More than ever, I think non-market-derived, skill-based value added – that is, alpha, not beta – will hold the key to investment performance. Because owners of capital may not be able to count on a tailwind like we enjoyed in the 1980s and 1990s, managers with great skill remain the strongest hope. And in this climate, I'd rather bet on risk control than risk bearing as the route to superior results.” –Howard Marks
- Leon Cooperman, Howard Marks On Investment Strategy
Link to video: Leon Cooperman, Howard Marks on Investment Strategy Sept. 22 (Bloomberg) -- Leon Cooperman, chairman and chief executive officer Omega Advisors Inc., and Howard Marks, chairman and co-founder of Oaktree Capital Management, talk about...
- Howard Marks On Bloomberg
Link to video: Marks: `Public Money' Supporting Risky Investments April 24 (Bloomberg) -- Howard Marks, chairman of Oaktree Capital Group LLC, talks about investment strategy, risks, and financial markets. Marks speaks with Stephanie Ruhle and...
- Excerpt From The Most Important Thing Illuminated - By Howard Marks
Combating Negative Influences By Howard Marks, Author of The Most Important Thing Illuminated: Uncommon Sense for the Thoughtful Investor People who might be perfectly happy with their lot in isolation become miserable when they see others do better....
- Humility In Investing
From Howard Marks’ May 2002 Memo: "I think humility is essential, especially concerning the ability to know the future. Before acting on a forecast, we must ask whether there's good reason to think we're more right than the consensus view already...
- Howard Marks – April 2001 Memo: Safety First . . . But Where?
As is usual from Howard Marks, this 2001 letter was full of wisdom. A few things I found extra interesting are below (Marks’ excerpts are in blue).In the discussion about the prices of certain assets, I thought the third bullet point in the government...