Our Investment Methodology
Our Investment Methodology
At OakTree, we use a four-part investment strategy to maximize returns while carefully managing risk
Fundamental Analysis
We focus on strong earnings growth, low debt, and companies with consistent dividend increases.
Our portfolios prioritize companies with efficient management and long-term profitability.
Fundamental Analysis
Technical Analysis
We track market trends, trading volumes, and institutional activity to identify optimal investment opportunities.
Technical Analysis
Risk Analysis
We monitor portfolio volatility and risk exposure, providing clear, easy-to-understand reports on a quarterly basis.
Risk Analysis
Macro Analysis
We are constantly gathering information on the components of the business cycle, looking for trends that lead us to understand where the turning points for the economy are.
Macro Analysis