Oaktree Capital Group LLC

Investor type

PE

Founded

1995

AUM

$120 000 M

Location

United States

$10-50 m

Investment Ticket

3-5 years

Investment Horizon

Series B

Investment Stage

Sale to strategic investor, IPO

Exit Strategy

Profile

Oaktree Capital Management is a leading global alternative investment management firm with expertise in credit strategies. The firm was formed in 1995 by a group of individuals who had been investing together since the mid-1980s in high yield bonds, convertible securities, distressed debt, real estate, control investments and listed equities. Today, Oaktree comprises more than 950 employees with offices in Los Angeles (headquarters), New York, Stamford, Houston, London, Paris, Frankfurt, Amsterdam*, Dublin*, Luxembourg*, Dubai, Hong Kong, Tokyo, Singapore, Seoul, Beijing, Shanghai and Sydney. We have 40 portfolio managers with an average experience of 24 years and approximately 950 years of combined industry experience.

The firm’s competitive advantages include its experienced team of investment professionals, a global platform and a unifying investment philosophy. This investment philosophy — the six tenets of which are risk control, consistency, market inefficiency, specialization, bottom-up analysis and disavowal of market timing — is complemented by a set of core business principles that articulate Oaktree’s commitment to excellence in investing; commonality of interests with clients; a collaborative and cooperative culture; and a disciplined, opportunistic approach to the expansion of offerings.

As a result of consistent application of our philosophy and principles, Oaktree has earned a large and distinguished clientele. Among Oaktree's global clients are 71 of the 100 largest U.S. pension plans, more than 400 corporations around the world, 38 of the 50 primary state retirement plans in the United States, over 330 endowments and foundations globally, and over 15 sovereign wealth funds.

Our expertise in investing across the capital structure has allowed us to cultivate a diversified mix of global investment strategies in four categories: credit, private equity, real assets and listed equities. Importantly, the expansion of our strategies has been achieved primarily through “step-outs” into highly related fields, based on identifying markets that (a) we 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.

Industry

Financial Services Other Real Estate

Region of investment

North America Europe Middle East Africa Asia

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