Fiona Davidson

Oaktree Capital Group LLC engages in investment management business. It focuses in investments in credit, private equity, real assets and listed equities. The company was founded by Howard Stanley Marks, Bruce Allen Karsh, Stephen A. Kaplan, Larry W. Keele, D. Richard Masson and Sheldon Michael Stone in April 1995 and is headquartered in Los Angeles, CA.

OCM specializes in alternative investments that inves tin closed-end, open-end and evergreen vehicles across four asset classes: Credit, Private Equity, Real Assets, and Listed Equities. They uses fundamental bottom-up analysis and may engage in long term or short term purchases, trading, short sales in certain strategies, margin transactions, and option writing, including covered options, uncovered options or spreading strategies.

Oaktree UK is a risk-averse, research-oriented, opportunistic manager which aims to deliver superior risk adjusted performance in alternative asset classes. The firm invests in closed-end, open-end and evergreen vehicles across four asset classes: credit, private equity, real assets and listed equities. Their six tenets investment philosophy includes risk control, consistency, market inefficiency, specialization, bottom-up analysis and disavowal of market timing. Oaktree Capital-UK’s expertise in investing across the capital structure has allowed them to cultivate a diversified mix of global investment strategies. Importantly, the expansion of the firm’s strategies has been achieved primarily through step-outs into highly related fields, based on identifying markets that (a) they believe have the potential for attractive returns, and (b) can be exploited in a manner consistent with the firm’s philosophy focused on risk control.