Last updated: June 1, 2022, 3:29 p.m.
Data collected from Oaktree Capital | Financial info from 2018 | *Office of affiliates of Oaktree-managed funds

Oaktree's mission is to deliver superior investment results with risk under control and to conduct our business with the highest integrity.

Oaktree Capital Management is a leading global alternative investment management firm with expertise in credit strategies. The firm was formed in 1995 by a group of individuals who had been investing together since the mid-1980s in high yield bonds, convertible securities, distressed debt, real estate, control investments and listed equities. Today, Oaktree comprises over 950 employees in Los Angeles (headquarters), New York, Stamford, Houston, London, Paris, Frankfurt, Amsterdam*, Dublin*, Luxembourg*, Dubai, Hong Kong, Tokyo, Singapore, Seoul, Beijing, Shanghai and Sydney. We have 43 portfolio managers with an average experience of 23 years and nearly 1,000 years of combined industry experience.

The firm’s competitive advantages include its experienced team of investment professionals, a global platform and a unifying investment philosophy. This investment philosophy, which consists of six tenets - risk control, consistency, market inefficiency, specialization, bottom-up analysis and disavowal of market timing - is complemented by a set of core business principles that articulate Oaktree’s commitment to excellence in investing, commonality of interests with clients, a collaborative and cooperative culture, and a disciplined, opportunistic approach to the expansion of offerings.

As a result of consistent application of our philosophy and principles, Oaktree has earned a large and distinguished clientele. Among Oaktree's global clients are 73 of the 100 largest U.S. pension plans, over 400 corporations around the world, 38 of the 50 primary state retirement plans in the United States, over 340 endowments and foundations globally, and over 15 sovereign wealth funds.

Our expertise investing across the capital structure has allowed us to cultivate a diversified mix of global investment strategies in four categories: credit, private equity, real assets and listed equities. Importantly, the expansion of our strategies has been achieved primarily through “step-outs” into highly related fields, based on identifying markets that (a) we believe have the potential for attractive returns, and (b) can be exploited in a manner consistent with the firm’s risk-controlled philosophy.

Player Type
Assets Managers
Net earnings
Main Listed Market
Free Float
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Howard Marks

Howard Marks

CFA, Co-Chairman

Bruce Karsh

Bruce Karsh

Co-Chairman and Chief Investment Officer

Jay Wintrob

Jay Wintrob

Chief Executive Officer - LaSalle GPS

John Frank

John Frank

Vice Chairman

Sheldon Stone

Sheldon Stone

Principal and Portfolio Manager


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