Oaktree Real Estate Opportunities Fund VII, L.P. slide image

Oaktree Real Estate Opportunities Fund VII, L.P.

OAKTREE REAL ESTATE OPPORTUNITIES FUND VII, L.P. Oaktree Overview INVESTMENT AREAS Assets ($ in millions) CORPORATE DEBT U.S. High Yield Bonds Global High Yield Bonds¹ European High Yield Bonds U.S. Senior Loans European Senior Loans Strategic Credit Mezzanine Finance European Private Debt Emerging Markets Total Return Subtotal CONVERTIBLE SECURITIES U.S. Convertibles Non-U.S. Convertibles High Income Convertibles Subtotal DISTRESSED DEBT Distressed Opportunities Value Opportunities Emerging Markets Opportunities Subtotal $15,316 4,273 1,144 8,955 2,536 3,040 1,657 622 162 $37,705 $4,488 2,298 877 $7,663 $23,801 1,511 793 $26,105 - CONTROL INVESTING Global Principal European Principal Asia Principal Infrastructure Investing Asset Breakdown Power Opportunities Subtotal REAL ESTATE Subtotal Real Estate Opportunities Real Estate Debt LISTED EQUITIES Emerging Markets Equities Emerging Markets Absolute Return Total Value Equities Japan Opportunities Subtotal $5,635 6,100 256 2,587 1,631 $16,209 $7,388 1,361 $8,749 $3,243 142 311 110 $3,806 $100,237 CLIENTS Public Funds Corporate Pensions Insurance Companies Sovereign Wealth Funds Corporate Sub-Advisory - Mutual Funds Endowments/Foundations Private HNW/Family Office Fund of Funds Unions Oaktree and Other Total INVESTMENT STRUCTURE Open-end Closed-end Evergreen Total As of September 30, 2015 ¹Global High Yield Bond AUM consists of $2,925 million of U.S. High Yield Bond AUM and $1,348 million of European High Yield Bond AUM. Assets ($ in millions) $27,022 16,157 9,239 8,485 7,669 6,915 6,637 5,511 2,202 2,132 8,268 $100,237 Assets ($ millions) $35,914 59,318 5,005 $100,237 Confidential % of Assets 27% 16 9 9 8 7 7 5 2 2 8 100% 6
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