Oak River Investments was founded in 2019 to provide members with access to institutional-quality investment research, selection process and portfolio management solutions.
Oak River maintains a long-term investment horizon, remaining focused on finding best in class investment opportunities within generational "no brainer" growth trends to build concentrated portfolios.
Oak River's independent approach and perspective empowers investors with unconstrained exposure to an investment universe that is not influenced by Wall Street's consensus opinion.
Oak River is dedicated to helping investors improve investment results by delivering simple, common sense, equity investing solutions which target high risk-adjusted returns. 

Investment Approach

Oak River Investments maintains a long-term, common sense, approach to investing.

Most investment thesis or growth trend be can simplified to a single sentence or 'elevator pitch'.

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

The growth story and investment opportunity are clear. 

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

Oak River practices extreme patience, waiting for the market to trade at target buy and sell levels, leading to well defined risk/reward.

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

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

Investment Selection


Oak River Investments is process oriented; following strict self imposed rules and guidelines that drive consistent, logical and transparent decision making.
Our proprietary process for fundamental screening and investment selection has created the investment universe which is continuously researched and monitored.
A prospective company must pass this rigorous fundamental screening and diligence process before it will be added to the list of eligible investments.
Companies within this investable universe must then 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.



New York, New York

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