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OZM - Och-Ziff


walkie518

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Another example of: quiet thread - stock goes on a tear. OZM up over 100% YTD. Not that I ever pulled the trigger ..

 

I was fortunate that I got a toe hold, but didn't catch it at the bottom. I think I got in around $16 post-reverse split.

 

As long as AUM stabilizes they should be fine AND the credit markets are presenting quite the opportunity for active managers to differentiate themselves for when the credit cycle turns.

 

Could be very good, or very bad, for OZM.

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