We believe private credit is entering a more selective phase. In this episode of Alt Goes Mainstream, Oaktree Managing Director and Co-Portfolio Manager Danielle Poli joins Michael Sidgmore to discuss where dispersion may create opportunity, why disciplined underwriting matters now more than ever and how investors may consider positioning portfolios across public and private credit.

Views and opinions expressed are subject to change. This recording is provided for educational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any product or service of Brookfield Corporation (“Brookfield”) and certain of its affiliates.

The investment case studies presented herein are provided solely for illustrative and educational purposes and are intended to demonstrate aspects of the firm’s investment philosophy, research process, and approach to portfolio management. The investments discussed represent selected examples and are not representative of all investments made or managed by the firm.

The case studies include references to specific investments, strategies, and outcomes; however, such examples should not be viewed as indicative of the performance of any current or future investment, fund, or strategy. The information presented does not constitute investment advice, an offer to sell, or a solicitation of an offer to buy any security or investment product. 

Any statements regarding operational improvements, risk management, or downside protection reflect the firm’s investment approach and objectives only and do not imply that losses will be avoided or that any investment will achieve its stated objectives. Past performance does not guarantee future results.

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