• Wealth and Investment Management for Individuals and Pension Plans.

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.