Oak River Investments is process driven; following strict self imposed rules and guidelines that propel consistent, logical and transparent decision making.
Our proprietary process for fundamental screening and investment selection has created the investment universe. A prospective company must pass this rigorous fundamental screening and diligence process before it will be added to the list of eligible investments.
When research hits a tipping point, companies usually enter the portfolio as an Acorn, or a "starter position". As conviction builds and the company executes, we allocate additional capital to the now-named Saplings. As the company matures and growth slows, the position becomes an Oak and capital is reallocated to new Acorns and Saplings. .
Our portfolio manager is responsible for determining the optional size and role each segment and individual company will play in the portfolio, driven by expectations and considerations for both short and long term fundamental catalysts, momentum, volatility and downside risk.
