Howard Marks Performance

Oaktree Capital Management Portfolio

$3.25B Total portoflio value

Performance vs S&P 500

Over the past 10 years, Howard Marks returned 267.5% compared to 248.8% for the S&P 500 — outperformed the S&P 500 by 18.7%.

1-Year Return

51.9%
S&P 500: 12.2%

3-Year Return

50.5%
S&P 500: 71.4%

5-Year Return

76.2%
S&P 500: 61.4%

10-Year Return

267.5%
S&P 500: 248.8%

Portfolio Value

Buy/Sell Distribution

Investment Strategy: Value Investor Short Seller