Best Insights from Howard Marks’ Portfolio

His top five positions account for almost 50% of his portfolio

Carlos Pascual
DataDrivenInvestor
Published in
5 min readMay 24, 2023

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Source: Midjourney

As we navigate the current business cycle, it’s important to remember the lessons shared by legendary investor Howard Marks. In a conversation four years ago, Marks shared his insights into how he navigates markets successfully in a world dominated by moral hazard and political…

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