Oak River Investments was founded in 2019 to provide institutional quality investment research, selection process and portfolio/risk management solutions to all types of investors.

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Oak River maintains a long term investment horizon, focused on finding best in class growth opportunities within large secular trends to build portfolios that are concentrated or diversified, for any risk tolerance. 

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Oak River's independent approach and way of thinking empowers investors with unconstrained exposure to an investment universe that is not influenced by Wall Street's consensus opinion.

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Oak River is dedicated to helping clients of all sizes improve investment results by delivering simple, common sense - equity investing solutions targeting highly tax efficient and risk-adjusted returns. 

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Register on our website to lean more about working with Oak River Investments.

Oak River uses a long term, common sense, approach to investing.

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Most of our investment thesis be can simplified to a single sentence or 'elevator pitch'.

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For examples; Online Dating, Non-cash Payments, Garbage, Robotic Surgery, etc.

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The growth story and investment opportunity are clear. 

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You do not need a PhD or advanced degree to understand the business model or how the company makes $.

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We are patient and wait for the market to trade at our buy and sell levels, the risk/reward is well defined.

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We do not chase whatever over-hyped-sexy-momentum story Wall Street is selling this week.

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We ignore market noise and take advantage of volatility and opportunities within our Universe.

 

Learn more about us and our process by clicking About or Process.

Oak River Investments is process oriented; following strict self imposed rules and guidelines that drive consistent, logical and transparent decision making.

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Our proprietary process for fundamental screening and investment selection has created the investment universe which is researched and monitored.

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A prospective company must pass a rigorous fundamental screening and diligence process before it will be added to the list of eligible investments.

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Companies within this universe then must pass a second screening process, ranking each company based on which is currently the most attractive from a momentum / technical perspective as well as near-term fundamental catalysts.

 

Finally, our portfolio manager determines the optional size and role each investment will play in the portfolio, driven by expectations and considerations for short term appreciation, volatility and downside risk.

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