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Acquired

Howard Marks & Andrew Marks: Something of Value

29 Aug 2022

Transcription

Full Episode

0.031 - 7.761 Ben Gilbert

All right, I think we figured it out. Andrew, I think you have a bright future in technology. I appreciate it. Especially Windows technology.

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8.002 - 12.448 Howard Marks

Yeah, you should invest in some tech startups.

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12.468 - 28.249 Unknown

Yeah. Who got the truth? Is it you? Is it you? Is it you? Who got the truth now? Is it you? Is it you? Is it you? Sit me down, say it straight. Another story on the way. Who got the truth?

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29.073 - 42.117 Ben Gilbert

Welcome to this special episode of Acquired, a podcast about great technology companies and the stories and playbooks behind them. I'm Ben Gilbert. I am the co-founder and managing director of Seattle-based Pioneer Square Labs and our venture fund, PSL Ventures.

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42.557 - 47.807 David Rosenthal

And I'm David Rosenthal, and I am an angel investor based in San Francisco.

47.787 - 72.58 Ben Gilbert

and we are your hosts. Today we have two guests with very different investment styles, a value investor and a growth-oriented tech investor, head-to-head, but not just any investors. We are joined today by the legendary value investor Howard Marks, the co-founder of Oak Tree Capital Management, and his son Andrew Marks, the co-founder of TQ Ventures.

72.56 - 87.635 Ben Gilbert

Oaktree, for those who don't know, is one of the leading investment management firms in the world specializing in alternative investments, with $159 billion in assets under management as of the end of June 2022.

88.676 - 105.436 David Rosenthal

Probably far fewer of you know Andrew and his firm, TQ Ventures, but what they've accomplished so far is pretty equally impressive in a very different field. So as we'll talk about, TQ is an early stage venture firm that Andrew and his partners started about five years ago.

105.496 - 124.106 David Rosenthal

They have a billion dollars under management now, including, I think, a $500 million third fund that they just closed just a couple months ago. I can say I do know that their returns so far have been top decile across all venture funds raised during that time period in all of those vintages.

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