Oaktree Reports Decent 1Q; the Wait for Investment Opportunities Continues
Oaktree reported a decent first quarter, benefiting from decent levels of inflows and fund performance that was mostly offset by still-low levels of invested capital and investment realizations. We plan to maintain our $50 fair value estimate and narrow moat rating. The story for Oaktree continues to be relatively unchanged from previous quarters, with assets under management treading water as inflows offset investment exits, and the firm continues to hold about $22 billion in uncalled capital c...
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Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.
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