Links - 07/09/2024
“If there is a bunch of real estate funds formed this year, somebody who puts all of their money into office, and somebody who puts none of their money into office—one of them will be the best performer. I just don’t know which one.” —Howard Marks
Boyar Research will soon release its 2024 Fresh Looks issue. Given the market breadth this year that has favored big tech once again, some of the names from the 2023 issue are still worth digging into. The 2023 issue can be downloaded for free by filling out the short form at THIS LINK.
Oaktree’s Howard Marks Weighs In on Market Risks, PE and Credit (video) (LINK)
Fundsmith Equity Fund’s Semi-Annual Letter to Shareholders (LINK)
The Transition to a Higher Cost of Capital (LINK)
