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Insightful Investor

#14 – Glenn August: Oak Hill Advisors, Private Credit

Apr 2, 2024
In an engaging conversation with Glenn August, the Founder and CEO of $63B Oak Hill Advisors, he shares valuable insights from his extensive career in finance. Glenn reflects on the importance of personal values and ownership in investment, alongside his experiences transitioning from risk arbitrage to private credit. He emphasizes the value of collaboration and hiring for shared values, while discussing the evolution and significance of private credit in today’s market. His stories reveal the blend of hard work, opportunity, and strategic thinking that drives success.
01:18:27

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Podcast summary created with Snipd AI

Quick takeaways

  • Glenn August's early experiences at Morgan Stanley emphasized the vital link between understanding corporate strategies and identifying undervalued assets in investment.
  • Transitioning from private equity to credit management allowed the speaker to apply a disciplined risk management approach that minimizes costly mistakes.

Deep dives

The Fascination with Corporate Strategy and Markets

The speaker shares his early fascination with corporate strategy and how it intersects with markets, beginning his career at Morgan Stanley in the M&A department. During his time there, he gained exposure to numerous companies, evaluating their business strategies and market valuations. This experience became instrumental in shaping his investment philosophy, emphasizing the importance of understanding corporate strategies to identify undervalued assets. The speaker reflects on how the formative experiences of his early career continue to influence his investment decisions today.

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