Oaktree Capital - Wed, 10/11/2023 - 16:26

Further Thoughts on Sea Change

In May, I wrote a follow-up memo to Sea Change (December 2022) that was shared exclusively with Oaktree clients. In Further Thoughts on Sea Change, I argued that the trends I had highlighted in the original memo collectively represented a sweeping alteration of the investment environment that called for significant capital reallocation. This memo was originally sent to Oaktree clients on May 30, 2023.¹

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Oaktree Capital Management, L.P.

Oaktree is a leader among global investment managers specializing in alternative investments. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. Insurance companies are one of the largest client segments at Oaktree, with more than 27 years of experience managing capital for the sector. Our dedicated global insurance solutions team partners with clients to develop new strategies and customize our solutions.

www.oaktreecapital.com

Greg Halagan
Managing Director and Head of Insurance Solutions

333 South Grand Ave., 28th Floor,
Los Angeles, CA 90071