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30 Years of Oaktree

The Memo by Howard Marks

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Foundations of Oaktree: Values and Strategies

This chapter explores the early days of establishing Oak Tree and their financial success in the first year without a formal budget. The founders reflect on foundational principles like shared values, a positive culture, and efficient risk management, as well as the importance of internal leadership development. The discussion also emphasizes the company's adaptability to changing client expectations while maintaining a strong global presence rooted in California.

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