kiwing100 Posted June 9, 2015 Share Posted June 9, 2015 http://www.oaktreecapital.com/MemoTree/Risk%20Revisited%20Again.pdf Link to comment Share on other sites More sharing options...
dcollon Posted June 9, 2015 Share Posted June 9, 2015 Thank you Link to comment Share on other sites More sharing options...
AzCactus Posted June 9, 2015 Share Posted June 9, 2015 Thanks---looking forward to reading it. Link to comment Share on other sites More sharing options...
Pelagic Posted June 9, 2015 Share Posted June 9, 2015 Thank you for sharing that, I always look forward to reading Marks' memos. I found his strategy that uses 3-1 leverage to enhance yield on senior debt interesting. I understand it's just one of Oaktree's strategies but it's interesting to see Marks so candidly levering up to achieve higher yields. Must be nice to have secure, long-term financing to pursue strategies like that with. Link to comment Share on other sites More sharing options...
KinAlberta Posted June 10, 2015 Share Posted June 10, 2015 Yes thanks for posting. A good read. Link to comment Share on other sites More sharing options...
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