Howard Marks rarely gets into politics, but in this new memo, he discusses the election and economic ‘political issues’, at length. The latest memo from Oaktree’s founder is embedded below in scribd:
H/T Zach Kouwe for the find.
Odey Special Situations Fund took on several new positions in March
Odey Asset Management's Special Situations Fund was down 3.2% in March, compared to its benchmark, the MSCI World USD Index, which was up 3.3%. Through the end of March, the fund is up 8.7%, beating the benchmark's return of 4.9%. Q1 2021 hedge fund letters, conferences and more Odey's Special Situations Fund deploys arbitrage and Read More
Howard Marks – A Fresh Start
