Howard Marks: Chinese Stocks Remain ‘Attractive’

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Howard Marks: Chinese Stocks Remain ‘Attractive’


Howard Marks, co-chairman and co-founder of Oaktree Capital Group LLC (NYSE:OAK), talks about Oaktree’s performance, China and Japan stocks, central bank policy and his investment strategy. He speaks with John Dawson on Bloomberg Television’s “First Up.” Bloomberg’s Stephen Engle also speaks.

H/T Dataroma

Howard Marks: Chinese Stocks Remain ‘Attractive’

Abacab Fund Sees Mispricing In Options As Black-Scholes Has Become “Inadequate”

Abacab Asset Management's flagship investment fund, the Abacab Fund, had a "very strong" 2020, returning 25.9% net, that's according to a copy of the firm's year-end letter to investors, which ValueWalk has been able to review. Commenting on the investment environment last year, the fund manager noted that, due to the accelerated adoption of many Read More


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