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