Mukya Porter

Oaktree Capital Management (OCM) focuses on investments in less efficient markets and alternative investments. The firm employs a proprietary, bottom-up investment approach. They use overall portfolio structuring as a defensive tool to help avoid dangerous concentration. The firm tends to invest in companies in the energy minerals, consumer non-durables and finance sectors. OCM invests globally across all market-caps and maintains a medium turnover rate. Their strategies include: convertibles, high yield bonds, private equity, real estate, distressed debt and emerging markets listed equities. OCM's bottom-up approach to investing in convertibles emphasizes identifying those which are likely to capture a high percentage of the appreciation of the stocks into which they are convertible while exposed to a lower percentage of any declines which may occur. The firm manages three convertibles strategies that focus on different regions and market sectors: US, international and high income. The firm's approach to high yield bond seeks the potential high yields offered by these bonds with as little risk as possible. Their high yield portfolios purchase only the debt of solvent US and Canadian corporations with a focus on senior, cash-paying securities and thorough diversification. OCM offers strategies that focus on US and European high yield bonds, as well as a high yield plus strategy, senior bank loans strategy, a European senior loans strategy and a mezzanine finance strategy. All of OCM's strategies employ fundamental credit analysis with a bias toward risk control. OCM's distressed debt investment approach seeks to combine the protection against loss that comes from buying claims on assets at bargain prices with the substantial gains achievable from returning companies to financial viability through restructuring. The firm offers two distressed debt strategies: distressed opportunities and value opportunities. The firm's private equity strategies combine a traditional private equity approach with a distress-for-control approach. The firm invests at any level of the capital structure and the use of leverage is limited. In addition to their main private equity strategy, OCM also manages strategies that focus on investments in Europe, Asia and power infrastructure. The firm makes opportunistic, bargain-oriented real estate investments with emphasis on smaller, less prominent transactions. They diversify investments thoroughly and limit the use of leverage. OCM targets a variety of global opportunities including direct property investments, corporate investments, undervalued debt, real estate-related equity securities and real estate development. Their real estate strategies emphasize risk control while focusing on the following areas: distress, inefficiency, value added and long-term growth. OCM believes that inefficiencies and price volatility in emerging markets provide opportunities to invest in misvalued securities. Their emerging markets strategy seeks opportunities in the Asia Pacific region, Latin America, Eastern Europe, the Middle East, Africa and Russia. OCM combines a bottom-up, value-driven approach with top-down risk management. The firm also employs a long/short investment strategy that seeks substantial absolute returns.

Functions as a closed-end investment fund or Investment trust

Acts as Closed-End Investment Fund/Investment Trust

PIMCO employs a broad range of portfolio management tools that seek to appropriately manage risk, hedge exposures, and seek returns consistent with client guidelines. They have considerable experience in many global investment strategies, including fixed income and equity strategies. The firm also offers alternative strategies, mainly through private investment vehicles like private equity and hedge funds. PIMCO combines top-down macroeconomic forecasting with rigorous bottom-up credit analysis in their investment process.

Functions as a College/University

CIM Group focuses on making and managing real estate and infrastructure investments in urban communities, located primarily in North America. They are process and research-driven investors who mitigate risk through the fundamental analysis of the long-term drivers of value in communities, such as the health of local private enterprises, population and demographic trends and the impact of revitalized or new infrastructure investments. CIM Group's investment strategy makes real estate or infrastructure investments through three distinct platforms. Each platform is diversified by geography and product type within its prescribed risk profile. The firm's platforms include: Opportunity Funds, Core/Stabilized Funds and Infrastructure Funds. Their Opportunity Funds focus on repositioning and development projects in established and emerging urban communities. CIM Group's Core/Stabilized Funds focus on well-positioned and operating properties in transitional districts. Their Infrastructure Funds focus on properties and services supporting the community and/or public interest such as renewable resources, utilities and parking.

OFS Capital invests in middle market companies located in the United States with an enterprise value of USD 10 to 500 million, EBITDA of USD 5 to 50 million and revenues of USD 15 to 300 million. The firm focusses on a broad range of sectors and industries. It provides investment in the form of equity and debt for recapitalizations & refinancing MBOs and LBOs, acquisition financings, shareholder liquidity events, ESOPs and growth capital transactions with an investment size of USD 5 to 35 million. The firm acquires minority interests and also makes co-investments.

Provides wealth management services

Functions as a College/University