Howard Marks Performance

Oaktree Capital Management Portfolio

$3.41B Total portoflio value

Performance vs S&P 500

Over the past 10 years, Howard Marks returned 302.0% compared to 260.9% for the S&P 500 — outperformed the S&P 500 by 41.1%.

1-Year Return

75.1%
S&P 500: 16.2%

3-Year Return

54.3%
S&P 500: 71.2%

5-Year Return

73.8%
S&P 500: 71.1%

10-Year Return

302.0%
S&P 500: 260.9%

Portfolio Value

Buy/Sell Distribution

Investment Strategy: Value Investor Short Seller