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U.S. High Yield Bonds


Our philosophy and approach to high yield bond investing has not changed since our Co-Chairman, Howard Marks, and Sheldon Stone, co-founding Principal and Co-Portfolio Manager of our U.S. High Yield Bond strategy, began working together in the early 1980s: we employ a highly disciplined, credit-intensive research approach to construct a well-diversified portfolio of performing bonds of creditworthy North American corporations. All of our efforts are concentrated in gauging credit risk and avoiding problems.


"Over the years, we have come to realize that the key to long-term success in high yield bond investing is managing credit risk, avoiding dangerous concentrations and minimizing defaults in the portfolio," says Mr. Stone.


We have been managing high yield bonds for nearly three decades, reaching back to their emergence as an investment specialty. By controlling risk and preserving profits, we seek to outperform our benchmark over full market cycles with less-than-commensurate risk.

 

Learn more about Oaktree's UCITS (SICAV) Funds.



Click here for information regarding risk disclosures associated with our strategies.
U.S. HIGH YIELD BOND TEAM
  • Sheldon Stone
    Co-Portfolio Manager
  • David Rosenberg
    Co-Portfolio Manager
  • Alap Shah
    Assistant Portfolio Manager
See the complete team

ABOUT THE STRATEGY

 
Assets Under Management
$13,510 million
 
Location
Los Angeles
 
Strategy Inception
1978
 
Oaktree Composite Performance Inception
1986

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