Howard Marks Performance

Oaktree Capital Management Portfolio

$3.36B Total portoflio value

Performance vs S&P 500

Over the past 10 years, Howard Marks returned 291.3% compared to 255.5% for the S&P 500 — outperformed the S&P 500 by 35.7%.

1-Year Return

75.0%
S&P 500: 19.7%

3-Year Return

50.4%
S&P 500: 76.9%

5-Year Return

77.0%
S&P 500: 72.4%

10-Year Return

291.3%
S&P 500: 255.5%

Portfolio Value

Buy/Sell Distribution

Investment Strategy: Value Investor Short Seller