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Starting Amount
$
After
years
Dividend yield
%
Dividends reinvested
$
Och-Ziff Capital Management Group LLC
Type
Public company
Traded as NYSE: OZM
Industry Hedge funds
Founded 1994; 23 years ago (1994)
Founder Daniel Och
Headquarters Solow Building
New York City, New York, United States
Key people
Daniel Och, Chief Executive Officer
David Windreich, Co-CIO
Jimmy Levin, Co-CIO and Head of Global Credit
Wayne Cohen, President and Chief Operating Officer
Alesia Haas, Chief Financial Officer
David Levine, Chief Legal Officer
Total assets $31 Billion as of July, 2017
Number of employees
400+
Website www.ozm.com

Och-Ziff Capital Management Group (OZ Management) is an American hedge fund manager and global alternative asset management firm. The firm operates multiple investment strategies, including multi-strategy, credit, real estate and energy. It has nearly 500 employees worldwide including offices in New York City, London, founded in 1998, Hong Kong, founded in 2001, Mumbai, founded in 2005, Beijing, founded in 2007 and Houston founded in 2015.

As of July 1, 2017, the firm has $31.8 billion in assets under management.

According to the company website, Daniel Och is Chairman of the Board, and Chief Executive Officer.

The firm is managed by the Partner Management Committee, that consists of nine executives, including Och, Jimmy Levin, Co-CIO and Head of Global Credit, David Windreich, Co-CIO, and Wayne Cohen, President and Chief Operating Officer.

The Company currently manages multi-strategy funds, dedicated credit funds, including opportunistic credit funds and Institutional Credit Strategies products, real estate funds and other alternative investment vehicles. Through Institutional Credit Strategies, the Company’s asset management platform that invests in performing credits, the Company manages collateralized loan obligations (“CLOs”) and other customized solutions for its clients.

The firm was founded in 1994 by Daniel Och with financial support from the Ziff family, founders of Ziff Davis Media. William Ziff's sons Dirk, Robert, and Daniel manage the family's investments through Ziff Brothers Investments. Prior to founding the firm, Och was Head of Proprietary Trading in the Equities division at Goldman Sachs.

The company completed an initial public offering in 2007, listing its shares on the New York Stock Exchange at $32. The firm was one of the few hedge funds and private equity companies that completed IPOs before the market downturn of 2007. Also in 2007 it became a founder member of the Hedge Fund Standards Board which sets a voluntary code of standards of best practice endorsed by its members. The company's stock has declined significantly since the IPO, reaching a 2008 year-to-date low of $4.02. On September 30, 2010, the stock was trading at $14.90.

The firm is reported to have avoided large losses during the financial crisis of 2008 and institutional capital continued to allocate funds to the company through 2010.

In September of 2016, the firm entered into settlement agreements with the United States Securities and Exchange Commission and Department of Justice, ending a five year investigation into violations of the Federal Corrupt Practices Act. As part of the deferred prosecution agreement that settled civil and criminal charges, the firm agreed to pay a $413 million fine. The African subsidiary of the firm also plead guilty to one count of conspiracy.

Investment goal date:
Dividends reinvested
Och-Ziff Capital Management Group LLC OZM report Q3 2017
Period
Date
Adjusted Actuals EPS
GAAP EPS
Q1 2018
2018-05-03
--
--
Q4 2017
2018-02-13
--
--
Q4 2017
2018-02-12
--
--
Q3 2017
2017-11-02
--
--
Q3 2017
2017-11-02
0.0700
0.0000
Q2 2017
2017-08-02
0.1000
0.0700
Q1 2017
2017-05-02
0.0700
-0.0400
Q4 2016
2017-02-15
0.0100
0.0200
Q3 2016
2016-11-02
0.3800
0.0500
Q2 2016
2016-08-02
-0.3500
-0.4400
Q1 2016
2016-05-03
-0.2700
-0.3800
Q4 2015
2016-02-11
-0.0700
-0.1200
Q3 2015
2015-11-03
0.1300
0.0600
There is presents forecasts or rating agencies and recommendation for investors about this ticker
Funds
Fund Name
Ticker shares
ABRAMS CAPITAL MANAGEMENT, L.P.
22238592
Artemis Investment Management LLP
1621025
BANK OF AMERICA CORP /DE/
3785923
Blue Ridge Capital, L.L.C.
8840000
CITIGROUP INC
3746489
CONTINENTAL ADVISORS LLC
2069193
GABELLI FUNDS LLC
1426687
Glacier Peak Capital LLC
1430920
JPMORGAN CHASE & CO
1713752
MORGAN STANLEY
7726040
NORTH RUN CAPITAL, LP
2300000
Odey Asset Management Group Ltd
7120519
PRICE T ROWE ASSOCIATES INC /MD/
8529407
State of New Jersey Common Pension Fund D
1900000
UBS Group AG
1551500
Major Shareholders
Name Relationship
Total Shares
Holding stocks
GRISWELL J BARRY
0.0600% (109799)
MLHR / OZM / VOYA /
KENNEY JEROME P
0.0600% (104340)
OZM /
BARR WILLIAM P
0.0900% (151054)
D / OZM / TWX /
PROCTOR GEORGANNE
0.0400% (66652)
BCOR / OZM / RWT / SUNE /
BUFFERD ALLAN S
0.0500% (84340)
OZM /
ABRAMS CAPITAL MANAGEMENT, L.P.
12.9500% (22238592)
BKS / EGL / LAMR / OZM /
Dubai Holding LLC
17.4400% (29953094)
OZM /
Blockinger Jeffrey C
0.7300% (1259049)
OZM /
Varga Zoltan
7.6400% (13116611)
OZM /
Kelly Harold
6.9900% (12005196)
OZM /
Windreich David
22.3300% (38353888)
OZM /
Och Daniel
74.1200% (127299511)
OZM /
Frank Joel
4.0500% (6962472)
OZM /
Cohen Michael L
0.0300% (50506)
OZM /
Levin James S
30.6900% (52710494)
OZM /
Cohen Wayne
5.9700% (10249486)
OZM /
HAAS ALESIA J
0.2900% (500000)
OZM /
% ()