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Sheldon Stone
Fondateur chez
Oaktree Capital Management LP
Profil
Mr. Sheldon M.
Stone is a Co-Portfolio Manager at Oaktree Capital Management LP.
Mr. Stone is a founding Principal of Oaktree and the creator of Oaktree’s High Yield Bond area.
In this capacity, he serves as a co-portfolio manager of Oaktree’s U.S.
High Yield Bond and Global High Yield Bond strategies.
Mr. Stone established TCW’s High Yield Bond department with Howard Marks in 1985 and ran the department for ten years.
Prior to joining TCW, Mr. Stone worked with Mr. Marks for two years at Citibank, where he performed credit analysis and managed high yield bond portfolios.
From 1978 to 1983, Mr. Stone worked at The Prudential Insurance Company where he was a director of corporate finance, managing a private debt portfolio exceeding $1 billion.
He holds a B.A. degree from Bowdoin College and an M.B.A. in accounting and finance from Columbia University.
Mr. Stone serves as a Trustee of Colonial Williamsburg Foundation, an Adjunct Professor at the University of Southern California and serves on the investment committee of Bowdoin College.
Postes actifs de Sheldon Stone
| Sociétés | Poste | Début |
|---|---|---|
Oaktree Capital Management LP
 Oaktree Capital Management LP Investment ManagersFinance Oaktree manages assets across a wide range of investment strategies within four asset classes: Credit, Private Equity, Real Assets, and Listed Equities. The firm employs a bottom-up, fundamental approach to investing. | Fondateur | 01/04/1995 |
Los Angeles County Museum of Natural History
 Los Angeles County Museum of Natural History Other Consumer ServicesConsumer Services Operates as a museum | Directeur/Membre du Conseil | 20/06/2011 |
The Colonial Williamsburg Foundation
 The Colonial Williamsburg Foundation Miscellaneous Commercial ServicesCommercial Services Foundation | Directeur/Membre du Conseil | - |
Town Hall Los Angeles
 Town Hall Los Angeles Miscellaneous Commercial ServicesCommercial Services Provides a platform for public discussion from a nonpartisan point of view | Directeur/Membre du Conseil | - |
Oaktree Fund Advisors LLC
 Oaktree Fund Advisors LLC Investment ManagersFinance Oaktree Advisors offers a diversified mix of global investment strategies in four categories: credit, private equity, real assets and listed equities. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investing in these asset classes. The investment team takes a systematic approach to the investment process, which includes deal sourcing, acquisition, and asset management. Supporting every step of the investment process is their fundamental, bottom-up research and investment committee review. | Portfolio Manager-Fixed Income | - |
Anciens postes connus de Sheldon Stone
| Sociétés | Poste | Fin |
|---|---|---|
| OAKTREE CAPITAL GROUP, LLC | Fondateur | 31/07/2026 |
Bowdoin College
 Bowdoin College Other Consumer ServicesConsumer Services Functions as a College/University | Directeur/Membre du Conseil | 01/01/2009 |
Oaktree Capital Management LLC
 Oaktree Capital Management LLC Investment ManagersFinance 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. | Analyst-Fixed Income | 30/04/2007 |
TCW Asset Management Co. LLC
 TCW Asset Management Co. LLC Investment ManagersFinance TCW maintains a value-oriented investment approach and their investment process focuses on preserving capital for their clients. The firm’s integrated top-down and bottom-up investment process emphasizes global and multi-sector diversification to generate attractive risk-adjusted returns from income and capital appreciation. They offer a range of investment strategies across fixed income, equities, and emerging markets. | Gestionnaire de Portefeuille-Actions | 30/04/1995 |
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Formation de Sheldon Stone
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
63
Relations au 1er degré
13
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 13 |
|---|---|
Citicorp, Inc.
 Citicorp, Inc. Regional BanksFinance Operates as a bank holding company whose subsidiaries provides banking services | Finance |
TCW Asset Management Co. LLC
TCW Asset Management Co. LLC Investment ManagersFinance TCW maintains a value-oriented investment approach and their investment process focuses on preserving capital for their clients. The firm’s integrated top-down and bottom-up investment process emphasizes global and multi-sector diversification to generate attractive risk-adjusted returns from income and capital appreciation. They offer a range of investment strategies across fixed income, equities, and emerging markets. | Finance |
The California Community Foundation
 The California Community Foundation Investment Trusts/Mutual FundsMiscellaneous Provides financial support to charitable causes | Miscellaneous |
Oaktree Capital Management LLC
Oaktree Capital Management LLC Investment ManagersFinance 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. | Finance |
Brookfield Oaktree Holdings LLC
 Brookfield Oaktree Holdings LLC Investment ManagersFinance Specializes in alternative investments | Finance |
The Trustees of Columbia University in The City of New York
 The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bowdoin College
Bowdoin College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Colonial Williamsburg Foundation
The Colonial Williamsburg Foundation Miscellaneous Commercial ServicesCommercial Services Foundation | Commercial Services |
Los Angeles County Museum of Natural History
Los Angeles County Museum of Natural History Other Consumer ServicesConsumer Services Operates as a museum | Consumer Services |
Town Hall Los Angeles
Town Hall Los Angeles Miscellaneous Commercial ServicesCommercial Services Provides a platform for public discussion from a nonpartisan point of view | Commercial Services |
Oaktree Capital Management LP
Oaktree Capital Management LP Investment ManagersFinance Oaktree manages assets across a wide range of investment strategies within four asset classes: Credit, Private Equity, Real Assets, and Listed Equities. The firm employs a bottom-up, fundamental approach to investing. | Finance |
Prudential Life Insurance
 Prudential Life Insurance Life/Health InsuranceFinance Provides life insurance services | Finance |
Oaktree Fund Advisors LLC
Oaktree Fund Advisors LLC Investment ManagersFinance Oaktree Advisors offers a diversified mix of global investment strategies in four categories: credit, private equity, real assets and listed equities. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investing in these asset classes. The investment team takes a systematic approach to the investment process, which includes deal sourcing, acquisition, and asset management. Supporting every step of the investment process is their fundamental, bottom-up research and investment committee review. | Finance |
