"Today's mighty oak is just yesterday's nut, that held its ground"- David Icke
Original banner from www.commonking.com (2011)
OAK RIVER INVESTMENTS
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 covers 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". 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.
Oak River Investments was founded by Commonking aka Kyle in 2019. Kyle remains semi-anonymous to most of the financial world due to his employment status. All opinions and views reflected in this website, research and associated social media accounts solely reflect those of Kyle and not his current or past employers. Kyle does not comment or trade in the publicly traded securities of his institutional clients. As needed, Kyle is happy to share is identity and full employment history for verification and diligence purposes.
Kyle is 32 years old and based in New York City with his wife Giovanna. He eats, breaths, sleeps and dreams investing.
Kyle has a keen eye for the future and is always thinking about changing and evolving consumer trends and preferences. He has an unmatched ability to identify consumer trends and changes in demand early in the growth curve, find the best investment options available within the trend, and beat the crowd as a first mover. This strength, combined with a heightened sense and feel for the shifting market emotions and psychology that drives participants decision making, has allowed Kyle to search and find a universe of unique companies, patiently wait to pay the price he wants to pay and ultimately, delivered exceptional risk-adjusted investment results over the last 10 years.
Since 2009, Kyle has been responsible for the investment research, security selection and overall management of his families equity investment portfolio, as well as his personal assets. Kyle has provided his investment research and daily market & stock specific commentary through his blog and StockTwits under the handle @commonking where he has nearly 60,000 followers and is broadly viewed as one of the top investors on the platform.
For the last 6 years, Kyle has worked for one of the world's largest investment consulting firms as an Associate Director, Investments. He is a team lead for a group that role functions as an Outsourced Chief Investment Office (OCIO) for managing institutional assets. His clients are mainly insurance companies, however he also works with large pension plans and other institutional asset pools.
Kyle's role is to advise clients on the design, implementation and management of institutional investment programs. This includes investment policy development (outlining the guidelines under which the portfolio will be invested), strategic and tactical asset allocation (modeling portfolios to build the most efficient based on IPS constraints and investment objectives), manager searches for selection/replacement (manager due diligence across asset classes; core fixed income, alternative credit, equities, hedge funds and private equity); trading and re-balancing portfolios, etc. Kyle is also responsible for the production of various performance, attribution, compliance and risk reports, as well as the presentation of these materials to boards and committees. Kyle is the NYC local office expert for investment systems including FactSet and Bloomberg.
Prior, Kyle spent three years as an Analyst at a private equity fund focused on Secondary transactions. Kyle worked on a small investment team, supporting the partners through each stage of a secondary transaction from deal origination to initial client meetings to data room preparation/maintenance, investment analysis and pricing to offers letters and closing process. Kyle was involved in a number of high profile transactions in at-the-time-private securities such as Facebook, LinkedIn, etc.
Kyle recently began the Charted Financial Analyst program and is a CFA Level 2 Candidate (registered to sit summer 2020, delayed by COVID-19) and was previously a FINRA licensed representative from 2011-2015 (Series 7/63).
Outside of investing, Kyle enjoys Formula One, Lacrosse, Skeet Shooting, Squash, NBA, NFL, Fantasy Sports, Technology, Cars, Photography, Travel, Horology, Food, Contemporary Art, Design, Sneakers, Live Music, Shopping and Reading (but mostly about investing!).