Howard Marks Performance

Oaktree Capital Management Portfolio

$4.17B Total portoflio value

Performance vs S&P 500

Over the past 10 years, Howard Marks returned 284.8% compared to 254.2% for the S&P 500 — outperformed the S&P 500 by 30.6%.

1-Year Return

77.1%
S&P 500: 22.2%

3-Year Return

40.0%
S&P 500: 72.8%

5-Year Return

67.2%
S&P 500: 75.7%

10-Year Return

284.8%
S&P 500: 254.2%

Portfolio Value

Buy/Sell Distribution

Investment Strategy: Value Investor Short Seller