One of our favorite investors at The Acquirer’s Multiple is Howard Marks.
Howard Marks is Chairman and Co-Founder of Oaktree Capital Management, the world’s biggest distressed-debt investor. He’s known in the investment community for his “Oaktree memos” to clients which detail investment strategies and insight into the economy, and in 2011 he published the book The Most Important Thing: Uncommon Sense for the Thoughtful Investor.
In a recent interview with CNBC, Marks warned investors that a lot of optimism has been factored into the stock market since election day and investors should invest when optimism is low, not high – It’s a must watch for all investors:
A decade ago, no one talked about tail risk hedge funds, which were a minuscule niche of the market. However, today many large investors, including pension funds and other institutions, have mandates that require the inclusion of tail risk protection. In a recent interview with ValueWalk, Kris Sidial of tail risk fund Ambrus Group, a Read More
Here’s a link to the video:
This article was originally posted by Johnny Hopkins at The Acquirer’s Multiple.