Oaktree Real Estate Opportunities Fund VII, L.P.
OAKTREE REAL ESTATE OPPORTUNITIES FUND VII, L.P.
Investment Philosophy
THE PRIMACY OF RISK
CONTROL
EMPHASIS ON
CONSISTENCY
IMPORTANCE OF
MARKET
INEFFICIENCIES
BENEFITS OF
SPECIALIZATION
MACRO-FORECASTING
NOT CRITICAL TO
INVESTING
DISAVOWAL OF
MARKET TIMING
"Avoid the losers and the winners will take care of themselves"
A superior record is best built on a high batting average rather than great successes that outweigh dismal failures
It is only in less-efficient markets that hard work and skill are likely to produce superior returns
Our team members' long-term experience gives us a substantial advantage
A bottom-up value approach to investing is most productive
Bargains are purchased without reliance on guesses about the market's future direction
Confidential
All of Oaktree's strategies operate pursuant to an investment philosophy
that has remained unchanged since our founding in 1995
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