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In his latest memo, Howard Marks offers observations based on his meeting with the board, consultant, and senior staff of a state pension fund. Howard explores the key topics covered during the session, including determi...
A Look Under the Hood is an episode from The Memo by Howard Marks by Oaktree Capital Management. In his latest memo, Howard Marks offers observations based on his meeting with the board, consultant, and senior staff of a state pension fund....
This episode belongs to The Memo by Howard Marks.
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Published Oct 28, 2025, 00:28:47 long, audio available.
In his latest memo, Howard Marks offers observations based on his meeting with the board, consultant, and senior staff of a state pension fund. Howard explores the key topics covered during the session, including determining an appropriate risk posture, selecting an investment approach, and assessing performance. While these decisions are challenging, the board and its consultant applied the only reasonable method: asking the right questions and pursuing rational conclusions. You can read the memo here ( ).
You can listen to A Look Under the Hood online on Radio and Podcast. Open the player on this page to stream the available audio.
A Look Under the Hood is an episode from The Memo by Howard Marks by Oaktree Capital Management.
This episode is 00:28:47 long.
This episode was published on Oct 28, 2025.
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A Look Under the Hood is from The Memo by Howard Marks by Oaktree Capital Management.
Published Oct 28, 2025 and 00:28:47 long