Oaktree Capital Group

NYS:OAK

Investment Managers

Market Cap

$6.76bn

MID cap

Share Price ↓

$43.05 (-0.14%)

YTD Return ↑

9.1036%

since start of 2019

P/E Ratio

14.35

OAK chart by TradingView

Source: FactSet financial data and analytics.

Corporate Values

Carbon Footprint
Pollution Prevention
Water Conservation
Data Privacy
Consumer Health
Employee Satisfaction
Workplace Safety
Corp Gov
Ethical Practices
Conflict Materials
Forced Labor
Gender Diversity

Legend

About

Investment Managers Founded 2007

Oaktree Capital Group LLC is an investment management company. It focuses on the investments in distressed debt, corporate debt, controls investing, convertible securities, real estate, and listed equities. The company was founded by Howard Stanley Marks, Bruce Allen Karsh, Stephen A. Kaplan, Larry W. Keele, D. Richard Masson and Sheldon Michael Stone in April 1995 and is headquartered in Los Angeles, CA.

website

Source: FactSet Research Systems

Headquarters

333 South Grand Avenue

28th Floor

Los Angeles, CA 90071-1504

1.213.830.6300

Executives

Name	Title	Gender
Bruce Allen Karsh	Co-Chairman & Chief Investment Officer	Male
Jay Steven Wintrob	Chief Executive Officer & Director	Male
Larry W. Keele, CFA, MBA	Director & Principal	Male
Steve Kaplan	Founder	Male
Howard Stanley Marks, CFA, MBA	Co-Chairman	Male
Sheldon Michael Stone, MBA	Director & Principal	Male
D. Richard Masson, MBA, CPA	Independent Director	Male
Todd Emmet Molz	Secretary, CAO & General Counsel	Male
Andrea D. Williams	Head-Investor Relations & Corporate Communications	Female
Robert Frank	Chief Information Officer & Managing Director	Male
Daniel Dane Levin, MBA	Chief Financial Officer	Male
Sibil Lin, MBA	Senior Vice President & Head-Treasury	Female
Michelle Swanenburg	Managing Director & Global Head-Human Resources	Female

Mindful Investing Summary

Legend

Carbon Footprint — N/A

Oaktree Capital Group among its competitors for its carbon footprint. A company’s performance in this category is based on its success in implementing energy efficiency measures. Investments in energy efficient technology, green building and sourcing of renewable energy can all lead to cost savings and reduce the company’s contribution to climate change.
Pollution Prevention — N/A

Oaktree Capital Group on this issue. Companies are evaluated on pollution prevention by the levels of waste (including hazardous waste) they produce and release into the environment, and can be affected by whether they develop products that can reduce exposure to pollution.
Water Conservation — N/A

Oaktree Capital Group among its peers in this category. A company’s score in this category depends on its measures to minimize water usage and impacts on stressed or drought-prone water resources.
Data & Privacy Protection — N/A

Oaktree Capital Group among its peers and competitors for data privacy and protection. Companies today digitally manage vast amounts of personal information about their clients. A company’s score on this issue is based on the systems, products and procedures it has in place to minimize the risk for data and privacy breaches.
Consumer Health, Wellness & Safety — N/A

Oaktree Capital Group compared to its peers and competitors Companies in this category manage its product and safety risks.
Employee Ownership, Satisfaction, Benefits & Pay — N/A

Oaktree Capital Group among its peers for employee satisfaction and pay. A company’s score on this issue depends on its frequency and likelihood of labor disputes as well as its practices to keep and retain talent - such as compensation, family leave, employee health care and other benefits. Employers that are rated as good to work for consistently produce higher stock returns than their peers.
Workplace Health and Safety — N/A

Oaktree Capital Group among its competitors on this issue. A company’s workplace health and safety is evaluated not only by the number of accidents and injuries in the workplace, but also by their safety policies, training procedures, and their investment in equipment that can reduce accidents.
Integrity of Corporate Governance — N/A

Oaktree Capital Group among its competitors on corporate governance. This score is determined by the company’s accounting practices, executive pay, board organization and ownership structure.
Ethical Practices — N/A

Oaktree Capital Group compared to its peers and competitors. A company’s rating on this issue is based on its history of controversies related to unethical corporate behavior, such as false claims about their products, price fixing, executive misconduct, insider trading or fraudulent practices.
Usage of Conflict Materials — N/A

Oaktree Capital Group among its competitors in this category. Certain products use raw materials that are commonly sourced from militias or other organizations that promote or engage in conflict in their region. To perform well in this category companies must provide adequate assurances that any of these metals used in their production are in fact from conflict-free sources.
Forced Labor — N/A

Oaktree Capital Group compared to its competitors on forced labor. A company’s score on this issue depends on its use of forced labor and on its work conditions for outsourced labor.
Diversity of Corporate Leadership 2 N/A

Oaktree Capital Group performs poorly based on its peers as well as companies in similar geographic regions. Companies are assessed on factors such as board diversity and senior management diversity. Companies performing well on this issue typically are more profitable than its peers, while companies with very poor scores typically have greater stock price volatility and lower returns on capital.

Oaktree Capital Group - Competitors and Related Companies

How Oaktree Capital Group stacks up to its peers in the Investment Managers industry or with competing business segments.