By Investment Master Class
Howard Marks recently presented at the CFA Society in India. His presentation was titled “The Truth about Investing”.
The 40 page presentation covers the core foundations of Howard Mark's investment philosophy. For those looking for more on Howard Mark's investment thoughts I highly recommend his book "The Most Important Thing - Uncommon Sense for the Thoughtful Investor" which is in my Top 5 recommended books. The book draws on many of the investing themes that Mr Marks has written about over the years in his investment memos. These memos are available on the Oaktree Capital Management website. Click here to to access the memo archive.
Many value investors have given up on their strategy over the last 15 years amid concerns that value investing no longer worked. However, some made small adjustments to their strategy but remained value investors to the core. Now all of the value investors who held fast to their investment philosophy are being rewarded as value Read More
The video from the CFA Society can be accessed below:
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