Howard Marks Performance

Oaktree Capital Management Portfolio

$3.46B Total portoflio value

Performance vs S&P 500

Over the past 10 years, Howard Marks returned 295.2% compared to 257.4% for the S&P 500 — outperformed the S&P 500 by 37.8%.

1-Year Return

86.3%
S&P 500: 15.0%

3-Year Return

66.8%
S&P 500: 81.3%

5-Year Return

83.8%
S&P 500: 79.5%

10-Year Return

295.2%
S&P 500: 257.4%

Portfolio Value

Buy/Sell Distribution

Investment Strategy: Value Investor Short Seller