OAKMONT PARTNERS LLC Overview

Oakmont Partners Llc is an investment advisor that manages 228.3 MM dollars in regulatory AUM and has 7 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 154MM in positions, representing 67% of the manager's regulatory AUM.

OAKMONT PARTNERS LLC StockAlpha

-2.5%
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 PARTNERS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MDY 10.03% ETF 8.3% 0.45% 0 10%
EFA 7.73% ETF -1.03% -0.38% 0 13%
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FEATURED IN
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OAKMONT PARTNERS LLC Founders and Key Employees

Name Title In Position Since
Peter F. Mawn Managing Partner May-2006
John F. Desimone Chief Compliance Officer/Managing Partner December-2006
Myranda J. Obara Managing Partner March-2007

OAKMONT PARTNERS LLC Brokers, Custodians, Auditors and Administrators

Type Company

OAKMONT PARTNERS LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Under Item 4, we outlined our investment philosophy and investment strategy. Oakmont’s investment philosophy is premised upon diversification and asset allocation across the Asset Categories and Classes. Within each Asset Class, Oakmont seeks to diversify the portfolio using predominantly ETFs and mutual funds. From time to time and when appropriate, Oakmont will purchase individual stocks and bonds. Item 4 further provide the terms and conditions under which private investments are recommended to clients.

Risks
While research suggests well allocated and diversified portfolios experience less volatility during normal market conditions, during periods of extraordinary volatility, Asset Classes tend to behave similarly thus reducing the benefit of allocation and diversification. As a result, a client can experience losses should these conditions arise.

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OAKMONT PARTNERS LLC Portfolio Concentration

OAKMONT PARTNERS LLC Location

112 WATER STREET
SUITE 300
BOSTON, Massachusetts
UNITED STATES, 02109

OAKMONT PARTNERS LLC Contact Information

Phone Number: 617-227-3170
Fax Number: 617-227-3177
Website:

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