Howard Marks starts to get aggressive

Howard Marks, co-founder and Chairman of Oaktree, writes:

For the last 3 1/2 years, Oaktree's mantra has been "Move forward, but with caution." For the first time in that span, with the arrival of some disarray and risk aversion, events tell us it's appropriate to drop some of our caution, and substitute a degree of aggressiveness.

Maybe it's time to buy a few shares of Oaktree.