Stock Research and Analysis

by Stephen Ellis

Bulls Say

For investors interested in multistrategy hedge funds, Och-Ziff is one of the best choices available with its low-volatility returns approach.
Och-Ziff’s hedge fund model means that it does not have to engage in constant capital-raising efforts to replace assets that would normally exit a private equity fund once a company is sold to another buyer.
Och-Ziff is typically more aggressive than peers with regards to paying out dividends, with an economic net income payout ratio of 80%-95% versus the 40%-50% of peers. Read more 

Bears Say

Och-Ziff has consistently stated that it will wait on developing a fund for the individual investor market, which we fear will place it significantly behind more aggressive competitors.
We question whether Och-Ziff has the scale needed to successfully increase real estate AUM and position itself to grab the best opportunities, given the heated competition in the space.
The U.S. Department of Justice is investigating Och-Ziff's activities in Africa for potential Foreign Corrupt Practices Act violations. Read more 

Management

Daniel Och has been calling the shots at Och-Ziff since he founded the firm with Ziff Brothers Investments in 1994. Och honed his skills at Goldman Sachs for more than a decade, working in the risk arbitrage and equity trading operations of the investment   Read more 

Profile

Och-Ziff Capital Management is an alternative asset manager focused primarily on servicing institutional investors. The firm has three primary funds--OZ Master Fund, OZ   Read more 

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