About Oz Management

Oz Management is a global, diversified alternative asset management firm with a range of fully-integrated platforms across Multi-Strategy, Credit, and Real Estate.

Our investment process is based on a combination of questioning and collaboration. By bringing together multiple perspectives from experienced investment professionals around the world, we are able to collectively unlock new ways to drive performance.

Our investment teams work across geographies and asset classes to continually test ideas and re-underwrite our portfolios in pursuit of the strongest risk/reward opportunities. Being nimble and challenging conventional wisdom has always been the cornerstones of our success.

Today, we have a deep bench of investment professionals across North America, Europe and Asia, enabling us to quickly identify opportunities and navigate changing market conditions. As one of the longest-standing alternative asset managers, we have the scale, expertise, infrastructure and resources to give us the agility to take advantage of investment opportunities wherever they arise.

Fund Investors

The following chart presents the composition of our fund investor base by type across our funds:

Corporate, Institutional and Other 17%
Family Offices and Individuals 4%
Foundations and Endowments 7%
Fund-of-Funds 7%
Pensions 43%
Private Banks 12%
Related Parties 10%
  • 17%
    Corporate, Institutional and Other
  • 4%
    Family Offices and Individuals
  • 7%
    Foundations and Endowments
  • 7%
    Fund-of-Funds
  • 43%
    Pensions
  • 12%
    Private Banks
  • 10%
    Related Parties

Excluding investors in our CLOs.
As of October 1, 2018.

Two Decades of Experience

Oz Management has grown to serve a diverse global investor base, offering a range of complex products across Multi-Strategy, Credit, and Real Estate. Learn more about the Firm’s milestones over the past two decades:

February 1994

Founded by Daniel Och

January 1998

Launch Multi-Strategy Platform for External Investors

December 1998

London Office Established

November 1999

Expand Investment Approach into Corporate Credit

April 2000

Expand Multi-Strategy Platform with a European-based Focus

December 2001

Hong Kong Office Established

July 2003

Oz Real Estate Founded

February 2005

Expand Multi-Strategy Platform with a Asia-based Focus

August 2005

Mumbai Office Established

August 2007

Beijing Office Established

November 2007

Initial Public Offering on the New York Stock Exchange (Ticker: OZM)

March 2008

Expand Investment Approach into Structured Credit

November 2011

Expand Opportunistic Credit Platform into Dedicated Capital

January 2012

Expand Dedicated Credit Platform with a European-based Focus

May 2012

Launch Institutional Credit Strategies (ICS) Platform with Closing of First CLO

August 2013

Shanghai Office Established

November 2014

Issued $400 Million 4.5% Senior Notes

December 2016

Expand ICS Platform in Europe with Closing of First European CLO

February 2018

Robert Shafir Appointed Chief Executive Officer

 
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Important Information and Disclosures

THIS VIDEO IS FOR INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE RELIED UPON AS INVESTMENT OR OTHER PROFESSIONAL ADVICE. This video has been prepared by Och-Ziff Capital Management Group LLC (together with its affiliates, “Oz Management”), and the information contained herein is not intended to be taken by, and should not be taken by, any individual recipient as investment, legal, accounting, tax or other professional advice, a recommendation to buy, hold or sell any security, or an offer to sell or a solicitation of offers to purchase any security; no fiduciary, advisory or client relationship is created through this video. For information about Oz Management’s business, including risks and financial information, please refer to our most recent Annual Report on Form 10-K filed with the Securities and Exchange Commission.

NEITHER THIS VIDEO NOR ANY OF THE INFORMATION HEREIN CONSTITUTES AN OFFER OF OR SOLICITATION FOR ANY OZ MANAGEMENT FUND. Offers or solicitations for an investment in an investment fund managed or sponsored by Oz Management (a “Fund”) only occur through a confidential private placement memorandum and related purchase documentation, and subject to the terms and conditions contained in such documents and in such Fund’s operative agreements. Those who access this video or any information contained herein do so at their own initiative and are responsible for compliance with local laws or regulations.

THIS VIDEO IS NOT A RECOMMENDATION FOR ANY SECURITY OR PORTFOLIO COMPANY. References to any portfolio companies and asset classes are intended to illustrate the application of Oz Management’s investment process only and should not be used as the basis for making any decision about purchasing, holding or selling any securities. Nothing herein should be interpreted or used in any manner as investment advice.

PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. Any past performance of Oz Management or any Fund or portfolio company discussed in this video is not necessarily indicative of the performance of any other Fund, portfolio company or of Oz Management as a whole, and you should not assume that investments in the future will be profitable or will equal the performance of past investments.

DO NOT RELY ON ANY OPINIONS, PREDICTIONS OR FORWARD-LOOKING STATEMENTS CONTAINED HEREIN. Certain of the information contained in this video may constitute “forward-looking statements” that are inherently unreliable and actual events or results may differ materially from those reflected or contemplated herein. “Forward-looking statements” often include words such as “anticipates,” “estimates,” “projects,” “intends,” “plans,” “believes,” and terms of similar substance. Forward-looking statements are inherently susceptible to uncertainty and changes in circumstances and actual results may diverge materially from those in Oz Management’s forward-looking statements. None of Oz Management or any of its representatives makes any assurance as to the accuracy of any such predictions or forward-looking statements. Oz Management expressly disclaims any obligation or undertaking to update or revise any such forward-looking statements.

Any views or opinions expressed herein reflect the views and opinions of the participants as of the date it was recorded and such views and opinions are subject to change without notice. Oz Management has no obligation to update the information contained herein.

EXTERNAL SOURCES. Certain information contained herein may be based on or derived from information provided by independent third-party sources. Although Oz Management believes such information is accurate and the sources from which it has been obtained are reliable, we have not independently verified the assumptions on which such information is based and therefore make no representation as to its accuracy or completeness.

THIS VIDEO MAY NOT BE COPIED, QUOTED OR REFERENCED WITHOUT OZ MANAGEMENT’S PRIOR WRITTEN CONSENT.