Market
Memos From Howard Marks: What’s Going on in Private Credit?Equities
Investing in emerging opportunities globally
Expertise and global presence
$14B
Assets under management
20
Investment professionals
20+
Years of experience
AUM as of March 31, 2026 and personnel as of December 31, 2025.
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Oaktree
Capitalizing on inefficiencies in emerging markets
Employing a contrarian, value-oriented and risk-focused approach
By coupling fundamental analysis with in-depth country and sector acumen, Oaktree seeks to uncover companies its whose stocks are trading at a discount to their intrinsic value. Oaktree leverages its industry knowledge to identify attractive investment opportunities, while focusing on mitigating downside risk.
Three reasons to consider emerging-market equities
Emerging markets can offer investors these potential benefits:
01
Growth opportunities
02
Geographic diversification*
03
Active management
*Diversification does not ensure a profit or protect against loss.
