SERIES • SINCE 1990
Oaktree Memos
Howard Marks has written memos to Oaktree clients since 1990. They are published free and in full by Oaktree; what follows is an index with extracted arguments, not a copy.
4
Read and indexed
8
Catalogued
~150
Exist in total
Entries below marked indexed have been read end to end and their arguments extracted. The rest are catalogued — title, date and a link to the original — and link straight out to Oaktree Capital Management. We do not summarise what we have not read.
What's Going on in Private Credit?
Apr 9, 2026/6 EXTRACTED CLAIMS
AI Hurtles Ahead
Feb 26, 2026/5 EXTRACTED CLAIMS
Is It a Bubble?
Dec 9, 2025/6 EXTRACTED CLAIMS
Cockroaches in the Coal Mine
Nov 6, 2025
A Look Under the Hood
Oct 28, 2025
The Best of . . .
Oct 12, 2025
The Calculus of Value
Aug 14, 2025
Sea Change
Dec 13, 2022/5 EXTRACTED CLAIMS