Fundamental Analysis

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 objectives.

 

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.