Howard Marks co-founded Oaktree Capital Management in 1995 and it has grown into one of the world’s largest distressed-debt investors and manages over $100bn in alternative investments. We have found Howard’s “Oaktree memos” to clients over the years, and his excellent books, a source of thoughtful ideas that often challenge conventional wisdom. At Kaizen we are always looking for insight, from successful investors, into ‘how to think’ rather than focusing solely on a single idea or concept. “The most important thing: Uncommon sense for the thoughtful investor’ is one of our favourite books and you can find the memos at Oaktree (link in article).
Will Thorndike founded the private equity firm Housatonic Partners in Boston in 1994, he is a graduate of Harvard College and the Stanford Graduate School of Business.
He is the author of 'The Outsiders', which Warren Buffett called "an outstanding book about CEOs who excelled at capital allocation" and Forbes reviewed as "one of the most important business books in America".
In 'The Outsiders' Thorndike draws together years of research and experience to portray what makes a truly successful CEO.
Kaizen's CIO, Connor Grindlay, had the opportunity to interview Mr Thorndike and we have great pleasure in sharing their fascinating conversationhere.
Before Jim Rogers travelled around the world (twice) he had a very successful investment career. He co-founded the Quantum Fund with George Soros in 1973 and over the next 10 years delivered an incredible 4200% gain versus a 47% gain in the S&P 500.
He taught at Columbia Business School and has written several bestselling investment books including Investment Biker, Adventure Capitalist, Hot Commodities, A Bull in China, A Gift to My Children, and most recently, Street Smarts.
He is one of the true contrarian investors and has an ability to explain and distil complex investment concepts into simple, common sense terms. We thank him for this interview.