Debtwired!
Credit opportunities during market volatility with Oaktree’s Hinchman and Parker
May 5, 2025
In this engaging discussion, Brook Hinchman, Managing Director at Oaktree, and Jared Parker, co-head of the team, delve into credit strategies during market volatility. They highlight Oaktree's impressive $16 billion fund aimed at opportunistic investments in liquid credits and rescue financings. The duo explores sectors facing pressure versus those with resilience, like healthcare and telecom. They emphasize the importance of diversification and strategic investment covenants while sharing insights on navigating the evolving credit landscape for higher returns amid uncertainty.
16:10
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Quick takeaways
- Oaktree's investment strategy focuses on creating opportunities in both public and private credit during macroeconomic volatility, emphasizing resilience in distressed sectors.
- The firm's disciplined approach prioritizes investments in large companies with strong competitive advantages but poor balance sheets to ensure significant downside protection.
Deep dives
Oaktree's Investment Strategy and Flexibility
Oaktree's opportunistic credit platform emphasizes a global investment strategy focusing on both public and private credit. With a track record spanning 36 years, the team utilizes a disciplined approach to risk mitigation while leveraging their extensive experience to create value in complex situations. The platform’s scalability enables swift execution and access to a variety of proprietary investments that enhance opportunity capture across diverse market conditions. This flexibility allows Oaktree to adapt and seize attractive investments, irrespective of fluctuations in the macroeconomic climate.
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