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 03/31/23. The fund's latest filing disclosed 747MM in positions, representing 117% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 747MM in positions, representing 117% of the manager's regulatory AUM.
OAKMONT CORP StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
OAKMONT CORP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 16.48% | Tech | 12.17% | 0.65% | 0 | 53% | ||
| BA | 15.05% | Industrials | -0.24% | -0.28% | 0 | 26% | ||
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FEATURED IN
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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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
SUITE 700
LOS ANGELES, California
UNITED STATES, 90017
OAKMONT CORP Contact Information
Phone Number: 213-891-6300
Fax Number: 213-891-6330
Website: null
Fax Number: 213-891-6330
Website: null
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