Oaktree 2010 Getirisi

Oaktree fonlarinin getirilerine yonelik haberimize devam ediyoruz. Oaktree birden fazla strateji ve fon yonettigi icin hepsinin performansini ayri ayri raporluyor. En son Oaktree Evergreen fonlarinin getirisini yatirimcilarina duyurdu. Bu konu ile ilgili haberimize Oaktree Evergreen Funds – 2010 Returns baslikli yazidan ulasabilirsiniz. Asagiya bu yazidan ufak bir kisim aktariyoruz:

Our oldest evergreen fund, the Emerging Markets Absolute Return Fund (renamed from Emerging Markets Fund to emphasize its non-beta orientation), provided a vivid example of how difficult it was for long/short funds to meet absolute return goals in the highly correlated environment of 2010. EMAR gained just 3.7% before fees (1.6% after). This was far behind the Dow Jones Credit Suisse Emerging Markets Hedge Fund Index (up 11.3%). We note, however, that (a) as a long/short fund it can’t properlybe benchmarked against an index which isn’t similarly hedged and (b) this is the fund’s fourteenth consecutive year of positive returns.

The Value Opportunities Fund is our open-end vehicle for investment in corporate opportunities (with an emphasis on distressed debt). In 2010, VOF gained 16.5% before fees and 11.3% after. In this environment, this represents very solid performance.