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February 7, 2017

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).

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