Oaktree — Memos from Our Chairman, 1990 – July 2011 (Howard Marks)

TL;DR — Howard Marks’s client memos collected in one file.

How much weight it carries: Primary material: Marks’s own memos. Oaktree publishes the memos individually on its site; this single-file collection is a reader’s convenience copy.

What is in it

The file opens with “The Route to Performance” (an addendum to a third-quarter client letter) and runs to July 2011. Read as text.

Where this came from

• https://www.oaktreecapital.com/insights/memos — Oaktree’s own memo archive, where each memo is published individually. Checked 2026-10-12.

Connections

• Howard Marks
• Oaktree