Investment Solutions
Thoughtfully constructing each portfolio to reflect individual objectives and risk profile, we strive to consistently provide exposure to the most compelling opportunities while minimizing downside risk.
A Specialization in Portfolio Management
Rather than a diluted focus across multiple offerings, we concentrate on delivering superior performance through a singular expertise. At Oakbridge we direct our full capabilities toward constructing portfolios built to outperform.
“Earning our success vicariously through our clients, we strive to become their primary point of contact for all investment needs.”
Portfolio Models
Strategically composed to accommodate any investor, we offer three distinct portfolio models aligned to varying objectives.
Conservative
Income and preservation of capital
Built to preserve capital and minimize drawdown potential, our Conservative model emphasizes defensive and income-earning positions with resilience through economic cycles. This is ideal for long-term investors with a lower risk tolerance or capital preservation objectives.
Growth
Stable, long-term growth
Balanced in objective, the success of this portfolio is found through the commitment to capital appreciation with optimal risk-adjusted returns. Designed in strategic exposure to asset growth, this model suits investors seeking capital appreciation without compromising portfolio stability.
Aggressive
Aggressive, high-growth
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Ideal for those with a higher tolerance for risk, this portfolio model seeks to capture outsized returns through exposure in high-growth sectors and asymmetric opportunities. This strategy follows a refined bias in favor of capital appreciation over capital preservation.​
A Dynamic Framework To Support Returns
Utilizing diverse strategies responsive to all market conditions and environments, offering a range of investment vehicles to further tailor portfolios in reflecting goals and risk profile.
Equities L/S
The core of our investment strategy, we use fundamental L/S equity exposure to capture growth potential of the market.
Offered through
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Conservative portfolio
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Growth portfolio
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Aggressive portfolio
Options & Futures
Utilizing hedging tactics and opportunities for leverage through Options and Future contracts.
Options offered through
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Growth portfolio
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Aggressive portfolio
Futures offered through
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Aggressive portfolio
Fixed Income & Dividends
Our defensive anchor to provide stability and mitigate downside potential.
Fixed Income offered through
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Conservative Portfolio
Dividend Investments offered through
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Conservative Portfolio
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Growth Portfolio
Thematic Investing Strategies
Capitalize on themes that may define the future, such as artificial intelligence, quantum computing, power infrastructure, cloud service providers, and biotechnology. With greater volatility, this strategy is only used for those with greater risk tolerance.
Offered through
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Aggressive portfolio