{{Short description|Asset management firm}} {{distinguish|text=Oak Hill Capital Partners or Oak Investment Partners}} {{Multiple issues| {{Promotional|date=April 2026}} {{COI|date=April 2026}} }} {{Use American English|date=April 2026}} {{use mdy dates|date=October 2023}} {{Infobox company | name = Oaktree Capital Management, Inc. | logo = Oaktree Capital Management logo.svg | image = Wells Fargo Center in downtown Los Angeles, California.jpg | image_caption = Headquarters at Wells Fargo Tower | type = Public | traded_as = {{NYSE|OAK.PRA}} {{NYSE|OAK.PRB}}<ref>{{Cite web|title=UNITED STATES SECURITIES AND EXCHANGE COMMISSION- Oaktree Capital Group, LLC|url=https://ir.oaktreecapital.com/static-files/952de105-e629-4af8-93f4-9ea8280b3578|website=ir.oaktreecapital.com}}</ref> | owner = Brookfield Asset Management | predecessor = | successor = | founders = Howard Marks, Bruce Karsh, Larry Keele, Richard Masson, Sheldon Stone<ref>{{Cite web|title=Oaktree Takes Root: Junk Bond Pros Base New Firm on Old Ideas|url=https://www.latimes.com/archives/la-xpm-1995-07-10-fi-22322-story.html|date=July 10, 1995|website=Los Angeles Times}}</ref> | defunct = | fate = | area_served = | key_people = {{ubl|Howard Marks (co-chairman)|Bruce Karsh (co-chairman and CIO)|John Frank (vice chairman)|Armen Panossian (co-CEO)<ref name="wsj.com">{{Cite web|title=Oaktree Capital to Appoint New Leadership at Firm|url=https://www.wsj.com/articles/oaktree-capital-to-appoint-new-leadership-at-firm-d81cfbe7|date=June 27, 2023|website=The Wall Street Journal}}</ref>|Robert O'Leary (co-CEO)<ref name="wsj.com"/>|Todd Molz (COO)<ref name="wsj.com"/>}} | industry = Financial services | products = | services = | revenue = | operating_income = | net_income = | aum = US$223 billion (as of December 31, 2025)<ref>{{cite web|url=https://www.oaktreecapital.com/about|title = Oaktree: About}}</ref> | assets = | equity = | num_employees = | divisions = | subsid = Internazionale (99.6%) | footnotes = | intl = | caption = | foundation = {{start date and age|1995|4}} | location_city = Los Angeles, California | location_country = U.S. | locations = 26<ref>{{cite web|url=https://www.oaktreecapital.com/contact-us|title = Oaktree: Contact Us}}</ref> | website = {{URL|oaktreecapital.com}} }} '''Oaktree Capital Management, Inc.''' is a global asset management firm, headquartered in Los Angeles, United States, specializing in alternative investment strategies. As of December 31, 2025, the company managed $223 billion for its clientele.
The firm was co-founded in 1995 by a group that had formerly worked together at the TCW Group starting in the 1980s. On April 12, 2012, Oaktree Capital Group, LLC became listed on the NYSE under the ticker symbol OAK.<ref name="oaktree-about" /><ref name="deal" /> On March 13, 2019, Canada's Brookfield Asset Management announced that it had agreed to buy 62% of Oaktree Capital Management for approximately $4.7 billion.<ref name="Brookfield to Acquire" /><ref name=":0" />
== Firm overview == The firm is based in Los Angeles.<ref>Vincent, Roger (November 14, 2014) [https://www.latimes.com/business/la-fi-re-oaktree-lease-20141113-story.html "Oaktree Capital agrees to expand offices in downtown Los Angeles"] ''Los Angeles Times''</ref>
Since its formation in 1995, Oaktree has become the largest distressed-debt investor in the world.<ref name="waiting" /><ref name="newtwo" /> As reported in ''The Washington Post'' on June 26, 2011, Oaktree's 17 distressed-debt funds (which do not use leverage) have averaged annual gains of 19% after fees for the past 22 years.<ref name="postwa" />
=== Investor base === Oaktree's clientele includes 64 of the 100 largest U.S. pension plans, 40 state retirement plans in the United States, over 550 corporations and/or their pension funds, over 275 university, charitable and other endowments and foundations, and 17 sovereign wealth funds.<ref>{{Cite web|title=About Oaktree Capital|url=https://www.oaktreecapital.com/about |website=www.oaktreecapital.com}}</ref><ref>{{Cite web|url=http://services.corporate-ir.net/SEC.Enhanced/SecCapsule.aspx?c=212597&fid=15474961|title=SEC FILING {{!}} Oaktree Capital Group LLC Form 10-K|website=services.corporate-ir.net|access-date=2018-06-12|archive-date=May 24, 2018|archive-url=https://web.archive.org/web/20180524004505/http://services.corporate-ir.net/SEC.Enhanced/SecCapsule.aspx?c=212597&fid=15474961|url-status=dead}}</ref><ref name="SEC" /> According to ''The Wall Street Journal'', Oaktree has "long been considered a stable repository for pension-fund and endowment money."<ref name="cede" /><ref name=":0" />
The company's distressed-debt funds are often over-subscribed, and in 2010 Oaktree turned down potential investors due to self-imposed limits on fund size.<ref name="calanceact" />
=== Investment funds === Oaktree's current investment activities are divided across three asset classes: credit, equity, and real estate.<ref name=":0" /><ref name="sowseeds" />
== History ==
=== 1990s === Oaktree was founded in 1995 by a group of principals who first joined at the TCW Group in the mid-1980s<ref name="leavetcw" /> Within three months of its founding in 1995, "more than 30 TCW clients transferred $1.5 billion in assets to Oaktree."<ref name="financialtimes" /><ref name="eleven" />
Oaktree has formed various sub-advisory relationships since 1995. In 1996, Oaktree was selected as the sub-advisor for the Vanguard Convertible Securities Fund.<ref name="story" />
Since 1995, Oaktree has created what it refers to as "step-out" strategies, usually coincident with the opening of new offices around the world. Its growth in strategies has largely focused on expanding into European and Asian markets. Between 1997 and 1999, Oaktree created three new strategies: Emerging Markets Absolute Return in 1997, European High Yield Bonds in 1999, and Power Opportunities in 1999.<ref name="SEC" />
=== 2000s === In 2001, Oaktree continued to introduce new "step-out" strategies, starting with Mezzanine Finance. Asia Principal Opportunities (2006) followed, along with European Principal Investments (2006), European Senior Loans (2006), U.S. Senior Loans and Value Opportunities (2007), Global High Yield Bonds (2010), Emerging Markets Equities (2011), and Real Estate Debt (2012).<ref name="story" /><ref name="sone" /><ref name="SEC" />
In 2005, the Securities And Exchange Commission ordered Oaktree to pay a fine, interest, and disgorge profits after the SEC ruled they had "sold securities short" before the five legal business days after a public offering pricing had gone public. Oaktree was required to put in place policies and procedures to prevent violations in the future.<ref name="SEC51709" />
In 2008, the firm raised $11 billion for their distressed debt fund.<ref name="bill" /><ref name="secrecy" /> In 2009, Oaktree was selected by the U.S. Treasury, along with eight other managers (BlackRock, Invesco, AllianceBernstein and others)<ref name="ppipa" /> to participate in the government's Public-Private Investment Program (PPIP).<ref name="badasset" /> At the time of Oaktree's inclusion in the PPIP program, ''The New York Times'' reported: "Howard S. Marks is the sort of financier who Washington hopes will help fix the nation's tumbledown banks."<ref name="tumbledown" /> As of December 31, 2018, the Oaktree PPIP Fund, L.P. had a gross return of 28%.<ref name="sone" /><ref name="thirtybill" /><ref name="SEC" /><ref name=":0" />
=== 2010s === In 2009, Oaktree acquired a 20% stake in DoubleLine Capital, a Los Angeles-based investment firm specializing in mortgage-backed fixed income portfolios.<ref>{{Cite news|url=https://www.bloomberg.com/news/articles/2016-02-18/marks-s-oaktree-seen-nearing-1-billion-gain-with-gundlach-wager|title=Marks's Oaktree Seen Nearing $1 Billion Gain on Gundlach Bet|date=2016-02-18|agency=Bloomberg News|access-date=2018-05-23|language=en}}</ref>
The firm's relationship with Vanguard was expanded in 2011 when Oaktree was selected as one of four firms to manage Vanguard's Emerging Markets Select Stock Fund. In 2010, Oaktree was named one of three advisors to the Russell Global Opportunistic Credit Fund and was selected as a manager for the Credit Suisse (Lux) I Fund in 2011.<ref name="story" />
Seeking investment opportunities created by the European sovereign-debt crisis,<ref name="lowprices" /><ref name="europe" /> Oaktree started its European Principal Fund III in November 2011 with committed capital of some €3 billion.<ref name="said" />
On April 12, 2012, Oaktree became a publicly traded partnership with shares listed on the NYSE.<ref name="deal" /> The company was previously listed on GSTrUE, a private over-the-counter exchange run by Goldman Sachs<ref name="twist" /> which officially ceased operations<ref name="doemos" /> in 2012 after Oaktree, along with Apollo Global Management (in 2011), de-listed and moved to the NYSE.<ref name="nyt" />
According to the company's 2015 published financial results, Oaktree raised $12 billion for Oaktree Opportunities Funds X and Xb ("Opps X and Xb").<ref name="SEC" />
In 2017, Eaton Vance launched the Oaktree Diversified Credit NextShares exchange-traded managed fund with Oaktree as subadvisor.
In 2018, Oaktree filed a registration statement to launch a non-traded REIT.<ref>{{Cite web|url=https://www.bisnow.com/national/news/capital-markets/global-investment-manager-oaktree-launches-2b-non-traded-reit-85164|title=Global Investment Manager Oaktree Launches $2B Non-Traded REIT |website=www.bisnow.com|access-date=2018-05-23}}</ref>
On March 13, 2019, Brookfield Asset Management announced that it had agreed to buy 62% of Oaktree Capital Management for about $4.7 billion, creating one of the world's largest alternative money managers.<ref name="Brookfield to Acquire" /><ref name=":0" /> On September 30, 2019, completion of the acquisition of a majority stake by Brookfield Asset Management was announced.<ref>{{Cite web|url=https://finance.yahoo.com/news/brookfield-asset-management-completes-acquisition-121235703.html|title=Brookfield Asset Management Completes Acquisition of 61.2% of Oaktree Capital Management}}</ref>
=== 2020s === In November 2021, Oaktree closed its largest fund, Opportunities Fund XI LP, after collecting $15.9 billion.<ref>{{Cite web|last=Cumming|first=Chris|title=Oaktree Capital Closes Its Largest-Ever Fund|url=https://www.wsj.com/articles/oaktree-capital-closes-its-largest-ever-fund-11637096329|date=November 16, 2021|website=The Wall Street Journal}}</ref>
In March 2022, Oaktree acquired a majority stake in 17Capital, a private credit firm focused on NAV lending based in London.<ref>{{Cite web|last=Kozlowski|first=Rob|title=Oaktree Capital gets majority stake in private credit firm 17Capital|url=https://www.pionline.com/alternatives/oaktree-capital-gets-majority-stake-private-credit-firm-17capital|date=March 9, 2022|website=Pensions & Investments}}</ref><ref>{{Cite web|last=Gara|first=Antoine|title=Oaktree-backed 17Capital raises almost $3bn for first credit fund|url=https://www.ft.com/content/db396aea-02df-43b8-8867-c004ef4b5761|date=April 20, 2022|website=Financial Times}}</ref> In February 2023, the company launched a private credit fund, Oaktree Lending Partners, which finances private equity takeovers.<ref>{{Cite web|last=Platt|first=Eric|title=Oaktree Capital moves into leveraged buyout lending with $10bn fund|url=https://www.ft.com/content/dadcc767-e07c-4c10-aa18-c99b412aa345|date=February 28, 2023|website=Financial Times}}</ref><ref>{{Cite web|last=Faille|first=Christopher|title=Oaktree launches private credit fund, targeting $10bn raise|url=https://www.privatedebtinvestor.com/oaktree-launches-private-credit-fund-targeting-10bn-raise/|date=February 28, 2023|website=Private Debt Investor}}</ref> In June 2023, Robert O'Leary and Armen Panossian were named as the incoming co-CEOs.<ref>{{Cite web|last=Gottfried|first=Miriam|title=Oaktree Capital to Appoint New Leadership at Firm|url=https://www.wsj.com/articles/oaktree-capital-to-appoint-new-leadership-at-firm-d81cfbe7/|date=June 27, 2023|website=The Wall Street Journal}}</ref> As of August 2023, Oaktree was trying to raise over $18 billion for its 12th fund, Oaktree Opportunities Fund XII, potentially becoming the largest-ever private debt fund.<ref>{{Cite web|last1=Brown|first1=Silas|last2=Benitez|first2=Laura|last3=Hidalgo|first3=Kat|title=Oaktree Targets Record Private Debt Fund of Over $18 Billion|url=https://www.bloomberg.com/news/articles/2023-08-10/oaktree-targets-over-18-billion-for-record-private-credit-fund|date=August 10, 2023|agency=Bloomberg}}</ref>
In July 2024, it was announced that Lloyds Banking Group partnered with Oaktree to finance UK buyouts.<ref>{{Cite web |title=Lloyds partners with Oaktree in £1bn push to fund buyout loans |url=https://www.ft.com/content/1304fe69-f203-4894-97ff-1b22bc975587 |access-date=2024-07-18 |website=Financial Times}}</ref>
In July 2025, Oaktree acquired media company FilmRise, and announced that they would be merging FilmRise with Shout! Studios to form the combined holding company Radial Entertainment.<ref>{{cite web |url= https://deadline.com/2025/07/oaktree-capital-buys-filmrise-merges-it-with-shout-studios-1236446579/|title= Oaktree Capital Buys FilmRise, Merges It With Shout! Studios In New Radial Entertainment|date= July 1, 2025|access-date= July 1, 2025|first= Jill|last= Goldsmith|work= Deadline Hollywood}}</ref><ref>{{cite web |url= https://www.prnewswire.com/news-releases/radial-entertainment-formed-by-oaktree-through-merger-of-shout-studios-and-filmrise-302495847.html|title= RADIAL ENTERTAINMENT FORMED BY OAKTREE THROUGH MERGER OF SHOUT! STUDIOS AND FILMRISE|date= July 1, 2025|work= PR Newswire}}</ref>
In October 2025, Brookfield Corporation and Brookfield Asset Management agreed to acquire the rest of Oaktree for $3 billion, fully owning the business and expanding its private credit portfolio.<ref>{{Cite web|title=Brookfield to Acquire Rest of Oaktree for $3 Billion|url=https://www.wsj.com/finance/investing/brookfield-to-acquire-rest-of-oaktree-for-3-billion-97c78399|website=The Wall Street Journal|date=2025-10-13|access-date=2025-11-28|language=en-US|first=Nicholas G.|last=Miller}}</ref>
In December 2025, it was announced Oaktree had sold approximately 14 per cent of its shareholding in TORM to BW Group subsidiary Hafnia Limited for US$311.43 million. The transaction reduced Oaktree's ownership position while leaving it as a continuing shareholder in TORM.<ref>{{Cite web |title=Hafnia Completes Acquisition of Stake in TORM |url=https://www.rigzone.com/news/hafnia_completes_acquisition_of_stake_in_torm-26-dec-2025-182624-article/ |access-date=2025-12-27 |website=www.rigzone.com |language=en}}</ref>
== Select past and current investments == * Aleris International – acquired 1 May 2010<ref name="aleris" /> * Almatis Group — acquired 2010<ref name="almatis" /> * Billabong – Australia's largest surfwear company.<ref>Fickling, David and Angus Whitley. [https://www.bloomberg.com/news/articles/2013-09-18/billabong-accepts-refinancing-offer-from-centerbridge-oaktree "Billabong Sees Revival with Oaktree-Centerbridge Debt Plan."] Bloomberg</ref> * Campofrío Food Group – (24%) European food industry.<ref name="campof" /> Sold in 2013.<ref>{{Cite news|url=https://www.wsj.com/articles/no-headline-available-1384424508|title=Mexico's Alfa Makes $937 Million Bid for Campofrio|last=Bjork|first=Christopher|date=2013-11-14|work=The Wall Street Journal|access-date=2018-06-28|language=en-US|issn=0099-9660}}</ref> * Conbipel – (100%) Italian fashion industry<ref name="conbipel" /> * Environmental 360 Solutions – Canadian Environmental Management company<ref>{{cite news|url=https://www.finsmes.com/2021/08/environmental-360-solutions-receives-investment-from-oaktree-capital-management.html|title=Enviropnmental 360 Solutions Receives Investment from Oaktree Capital Management|date=August 29, 2021|access-date=August 4, 2022|work=FinSmes|language=en-US}}</ref> * Fitness First – Global health club chain. Taken over in partnership with Marathon Asset Management in 2012.<ref>{{cite web|url=https://www.telegraph.co.uk/finance/newsbysector/retailandconsumer/leisure/10853139/Fitness-First-raises-first-external-debt-since-restructuring.html|title=Fitness First raises first external debt since restructuring|date=24 May 2014|access-date=11 February 2016|first=Nathalie|last=Thomas|publisher=The Telegraph}}</ref> Parts of business subsequently sold in whole or in part in 2016–17.<ref>{{cite web|url=https://www.ausleisure.com.au/news/quadrant-expands-wellness-empire-with-aquisition-of-fitness-first-australia/|title=Quadrant expands wellness empire with acquisition of Fitness First Australia|work=Australasian Leisure Management|date=29 September 2016|access-date=19 May 2018}}</ref><ref>{{cite web|url=http://www.marketing-interactive.com/celebrity-fitness-fitness-first-asia-now-parent-company/|title=Celebrity Fitness and Fitness First Asia set to merge|last=Tay|first=Vivienne|work=Marketing|date=24 February 2017|access-date=19 May 2018}}</ref><ref>{{cite web|url=https://www.welltodoglobal.com/dw-sports-scoops-up-fitness-first-uk-for-70m/|title=DW Sports Scoops Up Fitness First UK For £70M|first=Laura|last=Hill|work=Well To Do|date=4 October 2016|access-date=19 May 2018|archive-date=May 19, 2018|archive-url=https://web.archive.org/web/20180519112427/https://www.welltodoglobal.com/dw-sports-scoops-up-fitness-first-uk-for-70m/|url-status=dead}}</ref> *Inter Milan – (99.6%) Italian football team.<ref>{{cite web|url=https://sport.sky.it/calcio/serie-a/2024/05/21/inter-oaktree-zhang-news-oggi|title=Inter da Zhang a Oaktree: il fondo statunitense è il nuovo proprietario dei nerazzurri|date=May 22, 2024|agency=Sky Sports}}</ref> *Loews Cineplex Entertainment – jointly acquired by Onex Corporation from Sony Pictures and Universal Studios in 2002. U.S. division was sold in 2004 to The Carlyle Group (in turn merged with AMC Theatres in 2006); Canadian subsidiary merged with Galaxy Entertainment to form Cineplex Galaxy, renamed to Cineplex Entertainment in 2005. *Mail Boxes Etc. – potential acquisition of up to 40% ownership via a phased $132 million reserved capital increase in February 2020.<ref>{{Cite web |title=Mail Boxes Etc. partners with Oaktree |url=https://www.mbecorporate.com/news/mail-boxes-etc-partners-with-oaktree/ |access-date=2024-07-09 |publisher=MBE Worldwide |language=en-US}}</ref> *Marlin Brands 50% of Marlin Brands with Alceon Group. *MediaWorks New Zealand – acquired a controlling 77.8% share in the business, after recently purchasing shares from RBS and Westpac; acquisition completed April 29, 2015.<ref>{{cite news|title=MediaWorks Ownership Update|url=http://www.mediaworks.co.nz/MediaWorks-Ownership-Update/tabid/1578/articleID/3506/Default.aspx|date=29 April 2015|access-date=22 May 2015|publisher=MediaWorks|archive-date=May 16, 2015|archive-url=https://web.archive.org/web/20150516031041/http://www.mediaworks.co.nz/MediaWorks-Ownership-Update/tabid/1578/articleID/3506/Default.aspx|url-status=dead}}</ref> *Nine Entertainment – taken over (alongside Apollo Global Management and Goldman Sachs) from CVC Asia Pacific in a refinancing deal in Oct 2012, sold final stake in 2017.<ref>{{cite web|url=http://www.theaustralian.com.au/business/dataroom/oaktree-capital-sells-final-stake-in-nine-entertainment/news-story/6367e330ccb01cb18b4fb152eff0c60c|title=Oaktree Capital sells final stake in Nine Entertainment|date=July 13, 2017|work=The Australian|url-access=subscription}}</ref> * Quiksilver – American retail sporting company<ref>{{Cite web|url=http://www.ocregister.com/articles/company-703761-quiksilver-tanner.html|title=Quiksilver, free from bankruptcy, talks booze and boardshorts|last=Connelly|first=Laylan|date=11 February 2016|language=en-US|access-date=2016-06-27}}</ref> * Sky Holding – jet airplane ownership<ref name="carlyl" /> * Caen, Ligue 2 football club in France. Held 80% of the club's shares – acquisition completed in September 2020.<ref>{{Cite web|url=https://www.smcaen.fr/2020-2021/actualites/infos-club/communique-de-oaktree-et-pierre-antoine-capton|title=Communiqué de Oaktree et Pierre-Antoine Capton|date = 7 September 2020}}</ref> Sold stake to Kylian Mbappé in 2024.<ref>{{Cite web |date=2024-07-31 |title=Kylian Mbappe: Real Madrid striker's company buys stake in Caen |url=https://www.bbc.com/sport/football/articles/c03ldg22yndo |access-date=2025-05-06 |website=BBC Sport |language=en-GB}}</ref> *Tribune Company – acquired jointly with JPMorgan Chase and Angelo Gordon; acquisition completed July 2012.<ref>{{cite news|last=Marek|first=Lynne|title=Tribune's bankruptcy exit could mean company breakup|url=http://www.chicagobusiness.com/article/20120721/ISSUE01/307219974/tribunes-bankruptcy-exit-could-mean-company-breakup|access-date=1 November 2012|newspaper=Crain's Chicago Business|date=23 July 2012}}</ref> * Verreries de l'Orne à Ecouché – glass etching firm – 1 April 2010<ref name="nouv" /> *Zzoomm, UK-based telecommunications company. Majority stake acquired for £100 million in September 2020.<ref>{{cite news |url=https://www.ft.com/content/ba2f2477-70a5-4680-b087-7395cecbd2fe |archive-url=https://ghostarchive.org/archive/20221211181209/https://www.ft.com/content/ba2f2477-70a5-4680-b087-7395cecbd2fe |archive-date=December 11, 2022 |url-access=subscription |url-status=live |title=Oaktree invests £100m in British broadband |work=Financial Times |author=Nic Fildes |date=27 September 2020 |access-date=28 September 2020 }}</ref>
== See also == * :Category:Oaktree Capital Management * Ownership of Hartree Partners, major financier of controversial mining project in Hammerfest, Norway
== References == {{reflist|1=2|refs= <ref name="said">{{cite news | title = Oaktree Is Said to Raise $4 Billion Fund to Buy Distressed European Assets | first = Patricia | last = Kuo | url = https://www.bloomberg.com/news/2012-03-06/Oaktree-Capital-is-said-to-raise-4-billion-fund-to-buy-distressed-european-assets.html | newspaper = Bloomberg | date = March 6, 2012 | access-date = 2012-07-12}}</ref> <ref name="newtwo">{{cite news | title = Finance and Economics: The vultures take wing; Investing in distress | url = https://www.economist.com/finance-and-economics/2007/03/29/the-vultures-take-wing | newspaper = The Economist | date = March 31, 2007 | access-date = 2012-07-12}}</ref> <ref name="leavetcw">{{cite news | title = TCW's Junk-Bond Chief, Marks, Others, to Start Their Own Firm -- Departures Are Major Blow and Could be Followed by Client Defections | first = Rhona | last = Rundle | newspaper = The Wall Street Journal | date = March 16, 1995}}</ref> <ref name="bill">{{cite news | title = Oaktree Capital raises 11bn for distressed debt fund | first = Martin | last = Arnold | url = https://www.ft.com/content/4b8f70fc-2379-11dd-b214-000077b07658 | newspaper = Financial Times | date = May 17, 2008 | access-date = 2012-07-12}}</ref> <ref name="badasset">{{cite news | title = Bad Asset Purchase Program Turning a Profit; DealBook | first = Ben | last = Protess | url = https://dealbook.nytimes.com/2011/01/24/toxic-asset-purchase-program-turning-a-profit/ | newspaper = The New York Times | date = January 24, 2011 | access-date = 2012-07-12}}</ref> <ref name="calanceact">{{cite news | title = A Balancing Act at Oaktree Capital Management | url = https://www.nytimes.com/2011/05/19/business/19views.html | first = Rob | last = Cox | newspaper = The New York Times | date = May 19, 2011 | access-date = 2012-07-12}}</ref> <ref name="sowseeds">{{cite news | title = Oaktree Capital Management sows seeds for listing on NYSE | url = https://www.ft.com/content/96b652a8-80b9-11e0-85a4-00144feabdc0 | first = Henry | last = Sender | newspaper = Financial Times | date = May 17, 2011 | access-date = 2012-07-12}}</ref> <ref name="waiting">{{cite news | title = Company in Trouble? They're Waiting | first = Riva | last = Atlas | url = https://www.nytimes.com/2001/01/21/business/company-in-trouble-theyacutere-waiting.html | newspaper = The New York Times | year = 2001 | access-date = 2018-12-24}}</ref> <ref name="SEC51709">{{cite web|title=Oaktree Capital Management Company, Exchange Act Release No. 51709 (May 19, 2005).|url=https://www.sec.gov/litigation/admin/34-51709.pdf|work=May 19, 2005|publisher=Securities and Exchange Commission|access-date=10 August 2011}}</ref> <ref name="carlyl">{{cite web | url = https://blogs.wsj.com/privateequity/2010/04/23/carlyles-flightplan-betting-on-an-aviation-recovery/ | title = Carlyle's Flightplan: Betting On An Aviation Recovery | work = Private Equity Beat | date = 2010-04-23 | first = Daniel | last = Hausmann | publisher = Dow Jones | access-date = 2010-05-14}}</ref> <ref name="nouv">{{cite journal | url = http://www.usinenouvelle.com/article/investissement-mais-coupe-claire-aux-verreries-de-l-orne.N130319 | title = Investissement, mais coupe claire aux Verreries de l'Orne | language = fr | journal = L'Usine Nouvelle | date = 2010-04-22 | publisher = Antony, Hauts-de-Seine, France |access-date=2010-05-14| last1 = Nouvelle | first1 = L'Usine}}</ref> <ref name="campof">Campofrío Food Group{{Circular reference|date=August 2015}}</ref> <ref name="conbipel">{{cite web |url=http://www.conbipel.it/azienda/ |title=Conbipel |access-date=November 19, 2012 |archive-date=November 7, 2012 |archive-url=https://web.archive.org/web/20121107001311/http://www.conbipel.it/azienda/ |url-status=dead}}</ref> <ref name="almatis">{{cite press release | url = http://www.prnewswire.com/news-releases/almatis-group-files-pre-packaged-chapter-11-cases-to-implement-agreed-financial-restructuring-92490354.html | title = Almatis Group Files Pre-packaged Chapter 11 Cases to Implement Agreed Financial Restructuring | date = 2010-04-30 | access-date = 2010-05-14 | publisher = Almatis Group | location = Frankfurt}}</ref> <ref name="aleris">{{cite news | url = https://www.reuters.com/article/idUSSGE64C0KT20100513 | title = Aleris reorganization plan confirmed by court (UPDATE 1) | first = Santosh | last = Nadgir | location = Bangalore | date = 2010-05-13 | work = Reuters | access-date = 2010-05-14}}</ref> <ref name="sone">{{cite news | title = Oaktree Capital S1 | url = https://www.sec.gov/Archives/edgar/data/1403528/000119312511167852/ds1.htm | publisher = United States Securities and Exchange Commission | date = June 17, 2011 | access-date = 2012-01-12}}</ref> <ref name="deal">{{cite news | title = Private Goldman Exchange Officially Closes for Business | first = Peter | last = Lattman | newspaper = Business Day: DealBook | date = April 12, 2012}}</ref> <ref name="postwa">{{cite news | title = Marks puts Oaktree Capital Management on path to IPO | first = Gillian | last = Wee | url = http://www.highbeam.com/doc/1P2-29005332.html | archive-url = https://web.archive.org/web/20131011162932/http://www.highbeam.com/doc/1P2-29005332.html | url-status = dead | archive-date = October 11, 2013 | newspaper = The Washington Post | date = June 26, 2011 | access-date = 2012-07-12}}</ref> <ref name="cede">{{cite news | title = Oaktree Capital to Try A New Twist For Share Sale; Use of Goldman Market Avoids Regulations, Doesn't Cede Control | first = Henry | last = Sender | url = https://www.wsj.com/articles/SB117876274496898000 | newspaper = The Wall Street Journal | date = May 10, 2007 | access-date = 2012-01-12}}</ref> <ref name="story">{{cite news | title = The Oaktree Capital Story | url = http://www.oaktreecapital.com/about/Oaktree-Capital-story.aspx | publisher = Oaktree Capital | year = 2009 | access-date = 2012-01-12}}</ref> <ref name="eleven">{{cite news | title = Oaktree Capital Management Company | newspaper = International Directory of Company Histories. Reproduced in Business and Company Resource Center | publisher = Farmington Hills, Mich.:Gale Group | year = 2012}}</ref> <ref name="nyt">{{cite news | title = Private Goldman Exchange Officially Closes for Business | first = Peter | last = Lattman | url = https://dealbook.nytimes.com/2012/04/12/private-goldman-exchange-officially-closes-for-business/ | newspaper = The New York Times | date = April 12, 2012 | access-date = 2012-01-12}}</ref> <ref name="financialtimes">{{cite news | title = MF Global reminds us we have much to learn from the crisis | first = Henry | last = Sender | url = https://www.ft.com/content/00d6770e-0c55-11e1-8ac6-00144feabdc0 | newspaper = Financial Times | date = November 12, 2011 | access-date = 2012-01-12}}</ref> <ref name="ppipa">{{cite news | title = PPIP Brings Investors Narrow Opportunities, Nice Returns | first = Jonathan | last = Shieber | newspaper = The Private Equity Analyst | date = November 2011}}</ref> <ref name="tumbledown">{{cite news | title = Washington Hopes 'Vulture' Investors Will Buy Bad Assets | first = Zachery | last = Kouwe | url = https://www.nytimes.com/2009/02/11/business/economy/11react.html?pagewanted=all | newspaper = The New York Times | date = February 10, 2009 | access-date = 2012-07-12}}</ref> <ref name="lowprices">{{cite news | title = Oaktree Capital's Marks Says Investors Should Insist on 'Low Prices' in Europe | first = Chao | last = Deng | newspaper = LBO Wire | publisher = July 3, 2012}}</ref> <ref name="europe">{{cite news | title = Washington to Recommend $1B in Private Equity Commitments | first = Laura | last = Kreutzer | newspaper = LBO Wire | date = February 9, 2012}}</ref> <ref name="secrecy">{{cite news | title = Distressed debt funds maintain tight secrecy as offerings abound | first = Anousha | last = Sakoui | newspaper = Financial Times | date = October 28, 2008}}</ref> <ref name="twist">{{cite news | title = Oaktree Capital to try a new twist for share sale; use of Goldman market avoids regulations, doesn't cede control | first = Henry | last = Sender | url = https://www.wsj.com/articles/SB117876274496898000 | newspaper = The Wall Street Journal | date = May 10, 2007 | access-date = 2012-07-12}}</ref> <ref name="thirtybill">{{cite news | title = Treasury unveils a trimmed down PPIP – Nine fund managers picked for $30 billion program to buy toxic securities; Pimco backs out | first = Damian | last = Paletta | newspaper = The Wall Street Journal | date = July 9, 2009}}</ref> <ref name="doemos">{{cite news | title = Oaktree Capital Management files for $8bn NYSE listing | first = Henry | last = Sender | url = https://ftalphaville.ft.com/2011/06/20/598631/oaktree-files-for-8bn-nyse-listing/ | newspaper = Financial Times | date = June 18, 2011 | access-date = 2012-07-12}}</ref> <ref name="oaktree-about">{{cite web | url =http://www.oaktreecapital.com/about/ | title = About Oaktree | publisher = Oaktree Capital Management | location = Los Angeles | access-date = 2010-05-12}} Financial figures as of March 31, 2010.</ref> <ref name=":0">{{Cite web|url=https://www.sec.gov/Archives/edgar/data/1403528/000140352819000007/a201810-kdoc.htm|title=Document|website=www.sec.gov|access-date=2019-07-16}}</ref> <ref name="SEC">[https://www.sec.gov/Archives/edgar/data/1403528/000140352816000045/a201510-kdoc.htm "Oaktree Capital Group, LLC"] 10-k form.</ref> <ref name="Brookfield to Acquire">{{Cite web|url=https://www.nasdaq.com/press-release/brookfield-to-acquire-62-of-oaktree-capital-management-20190313-00526|title=Brookfield to Acquire 62% of Oaktree Capital Management|website=NASDAQ.com|language=en-us|access-date=2019-03-14}}</ref> }}
== Further reading == *2011: ''The Most Important Thing: Uncommon Sense for the Thoughtful Investor'' by Howard Marks (Columbia University Press, {{ISBN|978-0231153683}}) *2018: ''Mastering the Market Cycle: Getting the Odds on Your Side'' by Howard Marks (Mariner Books, {{ISBN|978-1328479259}})
== External links == *{{Official website|http://www.oaktreecapital.com/ }} *[http://phx.corporate-ir.net/External.File?item=UGFyZW50SUQ9MjY5NTQ0fENoaWxkSUQ9LTF8VHlwZT0z&t=1 Financial year 2014 accounting statements] {{Oaktree Capital Management|state=expanded}} {{Private equity and venture capital}} {{Hedge funds}}
{{Authority control}}
Category:Oaktree Capital Management Category:Companies listed on the New York Stock Exchange Category:Financial services companies established in 1995 Category:Hedge fund firms in California Category:Private equity firms of the United States Category:2019 mergers and acquisitions Category:Companies based in Los Angeles Category:2012 initial public offerings Category:Brookfield Corporation Category:Asset management companies