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Even a legendary figure like Warren Buffett would open and read his letter first. This is it. Here's an example of a key concept from his Memmo: You can't predict, but you can prepare. You can't disrupt the market, but you can... You can prepare yourself; currently, Oak Tre Capital manages combined assets of more than $ 170 billion USD.
The ability to analyze and identify opportunities. These are times when the market is filled with fear. That's why Howard Marks led Oak Tre Capital to success. In terms of investing, especially in , if we're talking about world-class investors... Many people would probably think of Warren Buffett, Monster Hunter, or even Rio, but did you know...?
Yes, there's one more investor that Warren Buffett considers important and whose words he listens to. His opinion, and that person's, is Howard Marks. Howard Marks is well-known. Regarding value investing and rigorous risk management... From this point on, he himself is still being praised. Yes, he is considered one of the best contestant investors, or those who invest against the market trend.
Another thing is, what led to your acceptance? Gathered from people in the global investment world, Invest Stories today will take you through a journey to break down... His investment philosophy aligns with ours. Let's start by looking at the life story of Harvard's Mark. He was born in 1946, one year after the end of World War II.
Simply put, he was a baby. Boom Mor, he's now 79 years old and was born in the neighborhood... The Queen is in New York State, USA. He graduated with honors in Finance from the Walton School, University of Psylvania, and later earned an MBA from the University of Chicago in Accounting and Marketing.
Let's look at his career path and the founding of Oak Tree Capital. Harvard Marks himself started working at City Bank in 1969 at the age of 23 as an investment analyst in the stock market. He continued working in 1985 with TCW Group until 1995, when he and his partner... He split off to found Oak Tree Capital Management, which focuses on alternative investments.
Oak Tree Capital invests in alternative assets such as private credit, high-yield bonds, distressed loans, death loans, private equity, and real estate. Currently, the company manages over $170 billion in combined assets. The United States surpasses the ability to analyze and perceive. I saw an opportunity during a time when the market was full.
Out of fear, Howard Marks led Oak 3 Capital to great investment success. One of Mark's achievements goes back to 2008, the year of the Subprime Crisis. That 's the hamburger crisis, in fact. The US real estate and banking sector. When this collapsed, most investors... I've chosen to avoid investing in...
However, Tre Capital sees this as an opportunity for them in the bond market. A fund worth $11 billion will be established to purchase high-quality debt. Low prices are used for management, and the decision-making process involves... That's when Oak Tre Capital made a huge profit, which, when converted to Thai baht, would be...
That's tens of billions of baht, just like in 2020, during the COVID-19 pandemic. Harwi sees the price as... The decrease in assets at that time presented an opportunity for investment. Capital is needed because many companies are having to sell. He's holding all the bonds to keep cash, but he doesn't.
On the contrary, I see this as a good time. The ultimate goal for acquiring shares, and finally... The US stock market also recovered in the end. Stronger after the COVID-19 situation. That's resolved. The question is, what about the direction things are heading? What are the investment strategies of Marx?
This is how he achieved success in his investments. That's how he became known to investors. Global capital based on an investment philosophy that emphasizes sustainability. Low risk and high opportunity—in short, these are the four main investment approaches. The first point is that understanding risk is more important than...
Market forecasts suggest that investors should focus on... Focus on risk management instead of trying to My second market prediction: the market has a cycle of stabilization. I believe the market will eventually stabilize. Finance is cyclical, with ups and downs, and investors... Understanding that cycle will allow you to invest during the right period.
The best time is 3. Margin of safety, the investment principle of Benjamin GR and Warren Buffett, is where you should invest. Capital in assets that are undervalued. In fact, to ensure investment security, point number 4 is Second Level Thinking, because that's important for average investors. Yes, people tend to think superficially, like with a particular stock.
This is profitable, so it's worth investing in. Harvard Marks believes that good investors... We should think deeper than that, for example, everyone knows that. Is this stock good yet, and what about the price? Has that ground reflection already been achieved? No. It was only the success achieved through the management of Oak Tre Capital that led to this recognition.
These are letters to investors worldwide, but these memos are letters he's been writing for over 30 years. Even legendary investor Warren Buffett once said... That 's when I saw the Hard Marks entry in my inbox, that's the first thing I did. I opened it and read it, and I learned. Always knowing something shows this.
Consider that Mark's opinions have a significant influence on investment. Well, even a legendary figure like Warren Buffett had to read his letter. First, as we've heard up to this point, many of you may... I'd like to know what Marks' perspective on investing is in the Memmo document he wrote. Let's look at an example of an important concept from his MEMO: You can't predict, but you can prepare.
Risk is what's left when you think you have thought of everything. Even if you think you've considered everything. It all depends on who that is. I like the investment concept and am interested in the Power Marks investment strategy. (As an investor) You can choose to invest in a managed company. A fund manager specializing in private credit to create opportunities for high returns.
Consistently invest through the ASPSC UI fund or choose investment type H, which does not have an exchange rate hedging policy. Make changes to increase your chances of receiving higher returns. This fund is offered through the ASP SC UHUI fund, which is intended for institutional or large investors.
The only key feature of the fund is its selective selection process. Seek investment opportunities in high-quality, largely secured private credit portfolios. Portfolio managed by Oak Tree Cap Capital Management, a leader in investment. In specialized alternative assets. With over three decades of investment credit experience, we've held a B-level international credit rating, equivalent to an A in Thailand. [Song] [Song] Choose your wealth, choose mutual funds from our assets.
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