"Today's mighty oak is just yesterday's nut, that held its ground"- David Icke
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Oak River Investments is a private, independent, provider of equity research and portfolio management solutions founded in 2019. At this time, Oak River is not a registered investment adviser and the information provided on this website and any associated social media accounts should not be considered investment advice.

Oak River focuses on small and mid-cap companies within high growth sectors such as software and medical devices. The proprietary investment selection and portfolio construction process has evolved over the last 10 years, with the current implementation reflecting our best thinking, optimized to the current state of capital markets (ie. low rates, accommodative fed, COVID-19, etc). Our competitive advantage is multifaceted, with strength largely coming from dedication to a well-defined processes, as well as a limited universe of high-quality investment options. However, the biggest edge is driven by thought leadership, developed largely from a non-traditional education or Wall Street background, which provides significant differentiation in perspective, opinion and approach. As as result of the consistent application of our investment processes and adherence to the investment universe, Oak River has developed a reputation as patient, thoughtful and disciplined investors over the last 10 years. 

Oak River invests with a long term outlook and time horizon, using a common sense approach, focusing on world changing investment trends and themes that are expected to have significant growth with minimal resistance. In general, simple is preferred. Boring can be OK. We do not need a complex investment thesis. It can be as simple as "as the population increases, more people will produce more garbage", and from there we find the best positioned companies to grow and provide market beating returns to shareholders. There is no pressure to chase the hot momentum growth story that Wall Street happens to be pushing in any given quarter. We perform the required level of due diligence to have high conviction in our ideas, allowing us to ignore the everyday noise and hold for long periods and compound gains. We practice extreme patience, sometimes waiting years for companies within our universe to offer attractive entries and high risk/reward.

Click to learn more about the investment process, trends/themes and universe. Please feel free to reach out if you are interested in learning more about our research and portfolio management solutions.



Meet The Team


Founder, Portfolio Manager

New York, New York

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