OAKTREE και πρώτο menu στο τραπέζι το Gerakina Beach!!!

Σας ενημερώσαμε το πρωί για μια πολύ σημαντική εξέλιξη που επιβεβαιώνει το ενδιαφέρον των διεθνών επενδυτών για την Ελλάδα και επανερχόμαστε. 
Σύμφωνα λοιπόν με απόλυτα εξακριβωμένες πληροφορίες η Εθνική Τράπεζα είναι σε πολύ προχωρημένο στάδιο συζητήσεων για πώληση του GERAKINA BEACH με το διεθνές επενδυτικό fund Oaktree σε συνεργασία με πολύ γνωστή και επιτυχημένη βορειοελλαδίτικη ξενοδοχειακή οικογενειακή επιχείρηση. 
Όπως είναι γνωστό η Εθνική είχε προχωρήσει σε διαγωνισμό για την πώληση του κλειστού εδώ και χρόνια ξενοδοχείου, αλλά ο διαγωνισμός κατέστη άγονος. Το τίμημα που έιχε τεθεί τότε ήταν 17 εκ. ευρώ και τώρα φαίνεται ότι υπάρχει σύγκλιση ως προς την τιμή. 
Το πιο ενδιαφέρον όμως είναι ότι η Oaktree συζητά για ευρύτερη συνεργασία στην Ελλάδα στον Τουρισμό με τη συγκεκριμένη ξενοδοχειακή εταιρία και σίγουρα μόνο θετικές εξελίξεις μπορεί να υπάρχουν. 
Το ξενοδοχείο είναι δυναμικότητας 995 κλινών σε οικόπεδο 86 στρεμμάτων και προφανώς θα γίνει ριζική ανακαίνιση.
Όπως διαβάζουμε στο wikipedia "Oaktree Capital Management is a global asset management firm specializing in alternative investment strategies. Oaktree emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in distressed debt, corporate debt (including high yield debt and senior loans), control investing, convertible securities, real estate and listed equities. As of December 31, 2012, the company managed $77.1 billion, primarily on behalf of pension funds, foundations, endowments, and sovereign wealth funds. On April 12, 2012, Oaktree Capital Group LLC became listed on the NYSE: OAK.[3][4] The firm was co-founded in 1995 by a group who had formerly worked together at the TCW Group starting in the 1980s. Oaktree quickly established a reputation in the high-yield and distressed-debt markets.[5] As of 2012 it has over 700 employees[6] and offices in Los Angeles, where it is headquartered, London, New York, Hong Kong, Stamford (Connecticut), Tokyo, Luxembourg, Paris, Frankfurt, Singapore, Seoul, Beijing and Amsterdam.".

Όπως δε διαβάζουμε στην ιστοσελίδα του Oaktree
" INVESTMENT PHILOSOPHY The following reflects the investment philosophy and beliefs of Oaktree and its Principals. Oaktree provides investment management within a limited number of specialized niche markets where we believe the potential for reward outweighs the risk entailed. All of our investment activities operate according to the unifying philosophy that follows: The primacy of risk control Superior investment performance is not our primary goal, but rather superior performance with less-than-commensurate risk. Above average gains in good times are not proof of a manager's skill; it takes superior performance in bad times to prove that those good-time gains were earned through skill, not simply the acceptance of above average risk. Thus, rather than merely searching for prospective profits, we place the highest priority on preventing losses. It is our overriding belief that, especially in the opportunistic markets in which we work, "if we avoid the losers, the winners will take care of themselves." Emphasis on consistency Oscillating between top-quartile results in good years and bottom-quartile results in bad years is not acceptable to us. It is our belief that a superior record is best built on a high batting average rather than a mix of brilliant successes and dismal failures. The importance of market inefficiency We feel skill and hard work can lead to a "knowledge advantage," and thus to potentially superior investment results, but not in so-called efficient markets where large numbers of participants share roughly equal access to information and act in an unbiased fashion to incorporate that information into asset prices. We believe less efficient markets exist in which dispassionate application of skill and effort should pay off for our clients, and it is only in such markets that we will invest. The benefits of specialization Specialization offers the surest path to the results we, and our clients, seek. Thus, we insist that each of our portfolios should do just one thing — practice a single investment specialty — and do it absolutely as well as it can be done. We establish the charter for each investment specialty as explicitly as possible and do not deviate. In this way, there are no surprises; our actions and performance always follow directly from the job we're hired to do. The availability of specialized portfolios enables Oaktree clients interested in a single asset class to get exactly what they want; clients interested in more than one class can combine our portfolios for the mix they desire. Macro-forecasting not critical to investing We believe consistently excellent performance can only be achieved through superior knowledge of companies and their securities, not through attempts at predicting what is in store for the economy, interest rates or the securities markets. Therefore, our investment process is entirely bottom-up, based upon proprietary, company-specific research. We use overall portfolio structuring as a defensive tool to help us avoid dangerous concentration, rather than as an aggressive weapon expected to enable us to hold more of the things that do best. Disavowal of market timing Because we do not believe in the predictive ability required to correctly time markets, we keep portfolios fully invested whenever attractively priced assets can be bought. Concern about the market climate may cause us to tilt toward more defensive investments, increase selectivity or act more deliberately, but we never move to raise cash. Clients hire us to invest in specific market niches, and we must never fail to do our job. Holding investments that decline in price is unpleasant, but missing out on returns because we failed to buy what we were hired to buy is inexcusable".

Με το καλο και στα επόμενα!!!