Howard Marks Performance

Oaktree Capital Management Portfolio

$3.37B Total portoflio value

Performance vs S&P 500

Over the past 10 years, Howard Marks returned 266.6% compared to 255.1% for the S&P 500 — outperformed the S&P 500 by 11.5%.

1-Year Return

68.0%
S&P 500: 12.2%

3-Year Return

51.0%
S&P 500: 79.5%

5-Year Return

72.8%
S&P 500: 67.7%

10-Year Return

266.6%
S&P 500: 255.1%

Portfolio Value

Buy/Sell Distribution

Investment Strategy: Value Investor Short Seller