Brookfield Oaktree Holdings, LLC (OAK-PB) fundamentals score
Oaktree is a leader among global investment managers specializing in alternative investments. Oaktree emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, equity, and real estate. Funds managed by Oaktree (the “Oaktree funds”) include commingled funds, separate accounts, collateralized loan obligation vehicles (“CLOs”) and business development companies (“BDCs”).
Asset Management · Financial Services · Listed on NYSE
Overall: 7.4 out of 10, Good long-term fundamentals
- Growth: 3.7/10
- Profitability: 9.4/10
- Financial health: 9.5/10
- Earnings quality: not scored
- Valuation: not scored
Scores are calculated from Brookfield Oaktree Holdings, LLC’s SEC filings, using the 12 months through 2026-06. Compare it with past big winners, check its flags, and see today’s price against its fundamentals in the full scorecard.
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