OAKMONT CORP Overview

Oakmont Corp is an investment advisor that manages 636.8 MM dollars in regulatory AUM and has 56 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 631MM in positions, representing 99% of the manager's regulatory AUM.

OAKMONT CORP StockAlpha

+3.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

OAKMONT CORP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
LMT 15.87% Industrials 12.41% 1.05% 0 16%
NOC 10.32% Industrials 17.68% 1.14% 0 14%
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OAKMONT CORP Founders and Key Employees

Name Title In Position Since
Robert A. Day Chairman August-1980
Jerry W. Carlton Vice Chairman December-1998
Allison Keller President March-2007
Robert Miller Chief Compliance Officer July-2008
Paul H. Hiyake Chief Financial Officer July-2006

OAKMONT CORP Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro

OAKMONT CORP Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investment Strategy

Oakmont’s clients typically have long-term investment horizons. Therefore, Oakmont’s primary goal for its clients is long-term capital appreciation and its primary risk concern is permanent capital loss, not volatility. Oakmont’s clients typically have concentrated portfolios with equity orientations. Oakmont believes that investment performance depends more on individual investment selection than on market timing. Oakmont seeks to accomplish these objectives by using bottom-up, fundamental research and analysis in its investment decision-making process. The goal is to invest in companies with sound businesses at attractive valuations and hold them for the long term.

Oakmont also makes recommendations to clients about outsourcing capital to funds and other investments not managed by Oakmont when Oakmont believes that exposure to such investments is appropriat...
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OAKMONT CORP Portfolio Concentration

OAKMONT CORP Location

865 S. FIGUEROA STREET
SUITE 700
LOS ANGELES, California
UNITED STATES, 90017

OAKMONT CORP Contact Information

Phone Number: 213-891-6300
Fax Number: 213-891-6330
Website:

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