Howard Marks: The Wisdom of a Value Investor

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Howard Marks: The Wisdom of a Value  Investor

Howard Marks: The Wisdom of a Value  Investor

We had the distinct pleasure of sitting down with famed investor Howard Marks, Chairman of Oaktree Capital Management, to discuss his book, The Most Important Thing.

Howard Marks has been one of the most generous value superinvestors in terms of sharing his knowledge and experience with the value investing community. In this regard, he has paralleled great investors like Benjamin Graham (book, lectures), Warren Buffett (book,letters), and Joel Greenblatt (book). In addition to his instant classic,The Most Important Thing, Howard Marks has shared his wisdom in a long series of investment memos. The latter should be a key component of any value investing curriculum.

Bonhoeffer Fund July 2022 Performance Update

Screenshot 27Bonhoeffer Fund's performance update for the month ended July 31, 2022. Q2 2022 hedge fund letters, conferences and more The Bonhoeffer Fund returned 3.5% net of fees in July, for a year-to-date return of -15.8%.   Bon