korents

The value-versus-growth distinction does not serve investors well in a fast-changing world.

open-ended posted by Howard Marks · 11 Jan 2021

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  1. 11 Jan 2021

    Howard Marks quoted

    My extensive discussions with Andrew led me to conclude that the focus on value versus growth doesn’t serve investors well in the fast-changing world in which we live.

    Something of Value (memo to Oaktree clients)oaktreecapital.com