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Where Simplicity Drives Strategy, And Strategy Drives Returns
Who We Are
Oakbridge is a boutique investment management firm founded on the principle that an active and focused management style has the ability to deliver results meaningfully different from the generic strategies offered by most firms. Blending the depth of institutional investment with the agility of a boutique advisory, we apply a hybrid management style of fundamental and semi-systematic strategies designed to generate alpha and optimal risk-adjusted returns.
Client-Centric
Research Driven
Active Management
Performance Oriented
Developing Conviction Through A
Range Of Perspectives
Our process involves a deep understanding of macro and sector developments, which are reinforced by proprietary quantitative models to assess probabilities and capitalize on further opportunities. Following this sequence, we are able to find success applying the strengths of traditional fundamental investing along advanced data analytics, modern technology, and complex mathematics.
Our Foundational Differentiators
Alpha Through Activity
Using active management and rotational strategies as a tool to capitalize off the markets
latest developments
Values Which Promote Success
We follow and operate based on a strong set of character traits which encourage achieving and improving.
A Hybrid Approach To Decision Making
We are firm believers in technology having the capability to remove inefficiencies in human judgement, which is why we operate on a framework which efficiently combines our ideas with the systematic process of data science and advanced mathematics.
Portfolios Built For Performance
Providing investment solutions for a range of investors, we design portfolios tailored to our clients and their specific goals. Making use of alpha and beta, we refine the expected returns in our models to align with any risk-profile.
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