Mission Statement, Vision, & Core Values (2026) of Oaktree Capital Group, LLC.

Founded in 1995, Oaktree Capital Management stands as a global alternative investment manager that prioritizes a mission to deliver superior results with risk under control and the highest integrity, a vision to be the premier global leader in alternatives, and core values-integrity, responsibility, excellence in investing, proprietary research, and commonality of interests-that guide every decision; managing $218 billion in assets as of September 30, 2025, operating from 26 offices worldwide, and executing strategic moves such as the July 2025 acquisition of FilmRise (merged into Radial Entertainment) and the October 2025 transaction in which Brookfield entities agreed to acquire the remaining stake for $3 billion, Oaktree's disciplined, bottom-up, risk-aware philosophy and client-focused culture frame the detailed overview that follows

Oaktree Capital Group, LLC (OAK-PB) - Intro

• Founded: 1995
• Assets under management (AUM): $218 billion (as of September 30, 2025)
• Global offices: 26 locations worldwide
• Recent strategic moves: July 2025 acquisition of FilmRise (merged with Shout! Studios → Radial Entertainment); October 2025 Brookfield acquisition of remaining stake for $3 billion

• Preserve and grow client capital through a risk-aware, value-driven investment process.
• Deliver consistent, downside-focused returns across market cycles by exploiting market inefficiencies and specialized expertise.

• Be the preeminent global alternative investment partner for institutional and individual investors seeking resilient, long-term performance.
• Expand differentiated capabilities and market access while maintaining the firm's culture of independent, specialist-driven decision making.

• Risk control first - principal emphasis on avoiding permanent capital loss.
• Consistency - repeatable processes and discipline across strategies and cycles.
• Market inefficiency focus - seek opportunities where price dislocation rewards active, specialized managers.
• Bottom-up, fundamental analysis - security-level diligence drives portfolio construction.
• Specialization - teams organized by strategy and asset class to deepen sourcing and execution capabilities.
• No market timing - emphasis on valuation, structure and downside protection rather than macro forecasting.

• Portfolio construction prioritizes downside protection, using covenants, security selection and structural advantages in credit and real assets.
• Strategic acquisitions (e.g., FilmRise → Radial Entertainment) extend platform capabilities in differentiated sectors while aligning with long-term value creation goals.
• Governance and partner integrations (e.g., Brookfield's full integration via $3B acquisition) aim to scale distribution and operational resilience without diluting investment discipline.

• Specialized investment teams focused on credit, distressed, real assets, private equity and listed equities.
• Global distribution and servicing supported by 26 offices to meet institutional, sovereign and wealth-management clients worldwide.
• Long-term capital alignment with investors through closed-end funds, credit strategies and customized solutions.

Oaktree Capital Group, LLC (OAK-PB) - Overview

Oaktree's mission is to deliver superior investment results with risk under control and to conduct its business with the highest integrity. This mission underpins the firm's disciplined, client-first approach across credit, special situations, distressed debt, private equity, real assets, and other alternative strategies. Over decades, the mission has remained consistent - prioritizing risk-adjusted returns, rigorous downside protection, and transparent, ethical stewardship of client capital.

• Deliver superior investment results while keeping risk under control.
• Operate with the highest integrity and transparency in client relationships and reporting.
• Maintain client-centric investment decision-making and alignment of interests.
• Persistently manage downside risk through a conservative, value-oriented investment philosophy.

The mission translates into concrete practices across portfolio construction, risk management, and governance:

• Disciplined downside protection - emphasis on loss avoidance and position sizing.
• Rigorous credit and counterparty analysis in stressed and illiquid environments.
• Transparent reporting, fee alignment, and governance structures that prioritize client outcomes.

How the mission shapes client outcomes and firm behavior:

• Investment selection: prioritizes opportunities where asymmetric return-to-risk profiles exist (e.g., stressed credits, special situations).
• Risk governance: centralized risk frameworks, stress-testing, and scenario analysis to control portfolio volatility and tail risk.
• Performance alignment: fee structures and co-investment by principals help align Oaktree's incentives with clients.

Representative performance and risk-control signals (illustrative):

• Long-term focus: multi-year holding periods in private and special-situation investments to realize value and mitigate short-term market volatility.
• Downside protection: historically lower drawdowns in stressed markets relative to equity benchmarks, driven by credit focus and covenant-rich investments.
• Concentration management: portfolio construction limits single-name and sector overweights to manage idiosyncratic risk.

For deeper financial analysis and granular metrics on Oaktree Capital Group, LLC (OAK-PB), see: Breaking Down Oaktree Capital Group, LLC Financial Health: Key Insights for Investors

Oaktree Capital Group, LLC (OAK-PB) - Mission Statement

• Client-first alignment: fee and governance structures that prioritize long-term client outcomes.
• Specialization in credit and distressed opportunities to exploit market dislocations.
• Institutional-grade risk controls and repeatable investment processes.
• Global platform that sources idiosyncratic opportunities across public and private markets.

• Global footprint: offices in 26 countries to source and execute cross-border investments.
• Thought leadership: establishing benchmarks in distressed credit, opportunistic credit, and alternative strategies.
• Operational excellence: continuous improvement in compliance, ESG integration, and investor reporting.

• Partner-led investment teams with significant personal capital invested alongside clients.
• Structured governance: independent board oversight, enterprise risk management, and compliance reporting.
• Performance orientation: incentive frameworks tied to long-term net-of-fees results and capital preservation.

• Disciplined sourcing: prioritized proprietary deal flow and rigorous underwriting.
• Enterprise risk framework: scenario analysis, stress testing, liquidity management.
• Transparent reporting: standardized investor dashboards, valuation governance, and independent audits.

Oaktree Capital Group, LLC (OAK-PB) - Vision Statement

• Ethical conduct and transparency in client reporting, valuation, and conflicts-of-interest management.
• Firmwide compliance programs and independent oversight to maintain fiduciary standards across >20 global offices.

• Active risk governance: centralized risk committee plus portfolio-level risk limits to protect principal and client capital.
• Responsible investing initiatives, including ESG integration in credit underwriting and private-equity due diligence.

• Consistent, repeatable process designed to deliver attractive absolute and alpha returns through market cycles.
• Performance discipline: emphasis on downside protection and stress-tested portfolio construction rather than short-term benchmarking.

• Dedicated research teams across distressed debt, corporate credit, real estate, and equities, producing proprietary models and scenario analyses.
• Investment decisions informed by bottom-up diligence combined with macro and capital-structure insights.

• Significant partner and employee capital invested alongside clients to align incentives across time horizons.
• Fee structures and co-investment opportunities designed to prioritize client outcomes and long-term relationships.

• Risk controls: targeted downside-protection measures and scenario stress tests applied across portfolios to preserve capital during downturns.
• Alignment: partner-invested capital typically represents a meaningful percentage of senior investment teams' net worth, reinforcing client-first decisioning.
• Research intensity: multi-layered due diligence has historically enabled opportunistic allocations during distressed periods that contributed materially to returns.