Oaktree Likes Senior Loans
Oaktree remains one of the better distressed debt shops out there. My favorite quote in last paragraph, responding the bullishness in the credit markets: "Even if the optimists are proven correct, we believe it is not prudent to stretch for yield by taking higher risks with the portfolio."
Enjoy the letter.
Oaktree Senior Loan Fund - 2Q Letter
0 comments:
Post a Comment