3 Wise Men

Howard Marks & Oaktree


I follow Howard the least out of the three, but every now and again I make sure I catch up on his videos and talks. Also Oaktree is an interesting business structure. Alternative investment management firm with expertise in credit strategies.


The firm was formed in 1995 by a group of individuals focused in high yield bonds, convertible securities, distressed debt, real estate, control investments and listed equities.

69 of the 100 largest U.S. pension plans, more than 400 corporations around the world, 39 of the 50 primary state retirement plans in the United States, over 320 endowments and foundations globally, and over 15 sovereign wealth funds.

In 2019, Brookfield Asset Management acquired a majority interest in Oaktree. Oaktree operates as an independent business within the Brookfield family, with its own product offerings and investment, marketing, and support teams.


Ray Dalio & Bridgewater


What drew me to Dalio, is the his author side (Principles: Life & Work), and his corporate management and investment philosophy.


Ray Dalio was the first person I heard predict that the Fed would print money and send it directly to citizens. Dalio heads an Investment management firm founded in 1975. The firm serves institutional clients including pension funds, endowments, foundations, foreign governments, and central banks.

As of April 2020, it had approximately US $138 billion in assets under management. In 2020 Bloomberg ranked Dalio the world's 79th-wealthiest person.


"Bond King" Jeffrey Gundlach & DoubleLine


There's something about Jeffrey that draws me to him, he provides great insight on the bond market.


He is recognized as an expert in bonds and other debt-related investments. In 2011, he appeared on the cover of Barron’s as “The New Bond King”. In 2012, Bloomberg Markets magazine named him one of the “50 Most Influential”. Net worth $2 billion.


DoubleLine is an investment adviser registered under the Investment Advisers Act of 1940. The Investment Advisers Act of 1940 is a U.S. federal law that defines the role and responsibilities of an investment advisor/adviser, and it specifies what qualifies as investment advice and stipulates who must register with state and federal regulators in order to dispense it.


DoubleLine and its related entities manage over $150 billion in assets across all vehicles, including open-end mutual funds, collective investment trusts, closed-end funds, exchange-traded funds, hedge funds, variable annuities, UCITS and separate accounts.

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