Oaktree Capital Group is engaged as a global investment manager focused on alternative investments. Co.'s business is comprised of one segment, its investment management business, which consists of the investment management services that Co. provides to its clients. Funds managed by Co. include commingled funds, separate accounts, collateralized loan obligation vehicles (CLOs) and publicly-traded business development companies. Commingled funds include open-end and closed-end limited partnerships in which Co. makes an investment and for which it serves as the general partner. CLOs are structured finance vehicles in which Co. makes an investment and for which it serves as collateral manager. The OAK average annual return since 2012 is shown above.
The Average Annual Return on the OAK average annual return since 2012 page and across the coverage universe of our site,
is a measure of the annualized return over the past ten years (or specified start date) for a given investment
(up to the end of prior trading session recorded). Arguably, choosing ten years for a measurement
period is on the one hand completely arbitrary, but on the other hand provides a sufficiently long window
to capture long-term trends.
Thus, researching Average Annual Returns is good practice for investors — whether OAK average annual return since 2012 or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's annualized return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the OAK average annual return calculation with any dividends reinvested as applicable (on ex-dates).
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Video: Don't Forget Dividends in Average Annual Return!
