Oaktree Capital's Chairman Howard Marks is out with his latest letter entitled, "A Fresh Start (Hopefully)." This memo is more political focused given that the election just took place.
His prior missive, On Uncertain Ground, is more investment focused and highlights his macro concerns for those who missed it.
Embedded below is Marks' latest memo:
You can download a .pdf copy here.
For more wisdom from this excellent investor, be sure to check out Marks' book: The Most Important Thing Illuminated.
Friday, November 30, 2012
Howard Marks' Latest Letter: "A Fresh Start (Hopefully)"
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