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Oaktree Fund Advisors, LLC

CIK:0001822973
Asset Manager
$10B AUM
46 holdings
Los Angeles, CA, United States
Founded:1995
838 employees
Latest filing:Jun 30, 2025

Oaktree Fund Advisors, LLC is an SEC-registered investment adviser headquartered in Los Angeles, California. It is a subsidiary and advised entity under Oaktree Capital Management, a global alternative investment management firm founded in 1995 and now part of Brookfield Asset Management. Oaktree Fund Advisors manages assets primarily for institutional clients, with core expertise in credit strategies, real assets, and alternative investments. The firm employs hundreds of professionals and serves institutional investors such as corporate pension funds, insurance companies, endowments, and foundations.

Investment Strategy

Oaktree Fund Advisors, LLC specializes in global credit, distressed debt, and real assets, pursuing an opportunistic investment approach with a strong emphasis on risk control and capital preservation. The firm is known for its value-oriented philosophy, focusing on investments where rigorous analysis uncovers substantial discounts to intrinsic value. Oaktree targets areas of market dislocation, corporate restructurings, and real estate opportunities, often seeking asymmetric risk/reward profiles in less-efficient markets. The investment process emphasizes deep due diligence, diversification across asset classes and geographies, and prudent risk management tailored to client objectives.

Top Buys
B
BBARRICK MINING CORP
+$4.0M
I
ITUBITAU UNIBANCO HOLDING SA
+$2.0M
Y
YMMFULL TRUCK ALLIANCE CO LTD
+$1.3M
Y
YPFYPF SA
+$1.2M
H
HDBHDFC BANK LTD
+$846.1K
Top Sells
G
GOLDBARRICK GOLD CORP
-$3.2M
H
HTHTH WORLD GROUP LTD
-$2.8M
J
JDJD.COM INC
-$2.6M
P
PBRPETROLEO BRASILEIRO SA
-$2.5M
B
BILIBILIBILI INC
-$2.4M

Top Holdings

I
INDAISHARES MSCI INDIA ETF
+20.9%$12.0M
A
AUANGLOGOLD ASHANTI PLC
+20.3%$11.7M
H
HDBHDFC BANK LTD
+9.0%$5.2M
F
FCXFREEPORT-MCMORAN INC
+8.7%$5.0M
I
ITUBITAU UNIBANCO HOLDING SA
+7.7%$4.5M

Equity Positions (16)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
I
INDA
ISHARES MSCI INDIA ETF20.87%$12.0M216,039$54.22$55.68-$481.8K
A
AU
ANGLOGOLD ASHANTI PLC20.30%$11.7M256,810$16.92$45.57-$497.5K
H
HDB
HDFC BANK LTD9.04%$5.2M67,942$63.22$76.67+$846.1K
F
FCX
FREEPORT-MCMORAN INC8.67%$5.0M115,231$38.38$43.35-$213.0K
I
ITUB
ITAU UNIBANCO HOLDING SA7.74%$4.5M656,761$5.90$6.79+$2.0M

Industry Allocation

GOLD AND SILVER ORES
+40.6%
COMMERCIAL BANKS, NEC
+9.0%
METAL MINING
+8.7%
STATE COMMERCIAL BANKS
+7.7%
MISCELLANEOUS FABRICATED METAL PRODUCTS
+6.9%