Howard Marks new memo to Oaktree clients on liquidity.
H/T Zach Kouwe
Memo to: Oaktree Clients
RV Capital 1H22 Letter to Co-Investors in Business Owner
RV Capital Co-Investor Letter for the first half ended June 2022. Q2 2022 hedge fund letters, conferences and more Dear Co-Investors,
From: Howard Marks
Re: Liquidity
My wife Nancy’s accusations of repetitiveness notwithstanding, once in a while I think of something about which I haven’t written much. Liquidity is one of those things. I’m not sure it’s a profound topic, and perhaps my observations won