What I’d Say

We thought we’d take a break from our Broyhill Letter recap this week and follow up on some of our previous work instead.  CFA Institute recently asked us to provide some additional discussion on OAK as our investment thesis has generated a good bit of interest amongst value investors.  With Oaktree reporting earnings later this week, this should serve as a good refresher.  The Q&A is available here.

We were excited to share our thoughts with CFA Institute and look forward to providing additional content at Inside Investing.  Please check it out to get a sense for “What I’d Say” in response to some great follow up questions on OAK.

 

Disclosure: Long OAK