Earnings drive the value of a company.
Earnings revised upward by analyses of major institutions are powerful drivers of a company's value.
Increases in dividends provide excellent measurement of a company's financial well-being.
Low debt-to-equity ratio is requisite for a company's stock to be placed in a client's portfolio.
Increasing net margins signify low competition and/or management's ability to reduce cost.
In the banking sector we want to see companies with efficiency ratios better than their peers.
We track trading volume of 10,000-share blocks to determine if institutions are buying or selling.
We study the 50-day and 200-day trend lines to find optimal entry points.
We watch the "up-down" ratios looking for higher volume on "up" days.
We use data compiled and reported to us from the independent
Economic Cycle Research Institute (ECRI). They track peaks and troughs
of business and economic cycles using their proprietary Leading and Coincident indicators.
OakTree Investment Advisors incorporates a four-part analytical approach in our buying and selling process. Successfully
integrating fundamental, technical, risk, and macro analyses provides an optimal comprehensive strategy to meet or exceed investment
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