Who We Are
"In an industry where the drive to prove yourself never ends, we aim to deliver performance surpassing those of the top investment firms and establish ourselves as a premier force in asset management. Our goal is to develop as a world-renowned firm within the next decade.”
Oakbridge is a boutique investment manager providing tailored solutions for high net worth individuals and family partnerships. Founded in 2025 and based in Miami, our team brings over 20 years of combined experience in public markets, macro and equity research, quantitative finance, and portfolio management. Following a disciplined process which seeks to develop conviction at the highest probability, we take pride in our ability to effectively apply research and strategy from a diverse set of disciplines in pursuit of attractive, risk-adjusted returns. Operating as an active manager, our goal is to consistently rotate capital into positions best offering asymmetric returns, staying ahead of the curve as new opportunities develop across the market.
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Our Philosophy
Smart investing isn’t about doing more, it’s about doing what matters at the right time. As an investment manager, we are neither bullish nor bearish, we view the markets through the lens of statistics and probabilities determined by our research. Our job is to manage the inherent risk to investment capital while maximizing upside potential for our clients. Grounded in the belief that clarity creates confidence, we focus on generating refined breakdowns of developing market conditions, which we convert into high conviction, high probability set-ups. We remain disciplined in our process, only acting when the risk-reward profile aligns with our strategic framework.