OAKTREE CAPITAL Overview

Oaktree Capital Management Lp is a hedge fund that manages 96.7 BN dollars in regulatory AUM and has 748 employees, of which 291 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 4BN in positions, representing 4% of the manager's regulatory AUM.

OAKTREE CAPITAL StockAlpha

-17.1%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

OAKTREE CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
APFH 32.23% Unknown -4.16% -1.52% 11 1%
TRCO 13.99% Cons. Disc. -4.93% -0.94% 25 4%
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OAKTREE CAPITAL Founders and Key Employees

Name Title In Position Since
Howard S. Marks Co-Chairman, Principal April-1995
Bruce A. Karsh Co-Chairman, Principal, Chief Investments Officer May-1995
Sheldon M. Stone Principal April-1995
Larry Keele Principal April-1995
Stephen Kaplan Principal May-1995
David M. Kirchheimer Principal, Chief Financial Officer & Chief Administrative Officer April-1995
John B. Frank Vice Chairman July-2001
Todd E. Molz Managing Director And General Counsel March-2006
Thomas J. Smith Managing Director And Chief Compliance Officer June-2010
Jay S. Wintrob Chief Executive Officer November-2014
James M. Mcgeehan Owner May-2011

OAKTREE CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

OAKTREE CAPITAL Investment Strategy

OAKTREE CAPITAL Portfolio Concentration

OAKTREE CAPITAL Location

333 SOUTH GRAND AVE
28TH FLOOR
LOS ANGELES, California
UNITED STATES, 90071

OAKTREE CAPITAL Contact Information

Phone Number: 213-830-6300
Fax Number: 213-830-6296
Website:

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