US EditionHoward Marks Trims the Fat: Top 5 Biggest Stock Reductions | The Acquirer's Multiple®
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Howard Marks Trims the Fat: Top 5 Biggest Stock Reductions | The Acquirer's Multiple®
Each week, we unpack the latest high-conviction trades from legendary investors — revealing what they’re doubling down on, cutting loose, or quietly walking away from. In the most recent quarter, Howard Marks significantly reduced several positions in his public equity portfolio. These reductions may reflect a reassessment of risk, valuation, or macro exposure — a classic playbook move from an investor who’s long preached caution during exuberan…
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