About (OKA)AM

As of this writing, I have spent over 10 years in finance, most of which have been in investment research roles with a considerable degree of latitude over processes and mandates.

I started my career with a brief stint as an investment banking analyst focused on M&A, before moving into equity research. As a generalist analyst, I covered a wide range of industries, which both served and shaped the building blocks of my investment philosophy.

It immediately became clear, at least to my mind, that investing in public markets warranted an entirely different operating framework than the one I was trained for and exposed to- one that is multifarious, flexible, and active. Just before moving into a position within the firm's investment management division, I quit my job to focus on investing. I simply wanted to churn out ideas and actively develop my own framework.

I later joined a growing investment company to help build a new global fund management business, where I was in charge of research for building systematic, thematic, and event-driven strategies. In my role, I helped launch a European ETF business focused on thematic strategies. I also developed a broad, comprehensive framework for formulating, evaluating, implementing, and assessing systematic strategies and multi-strategy portfolios.

At the end of 2022, I quit my job (again) to focus on investing. I currently manage personal and client capital via separately-managed accounts, focused primarily on discretionary and systematic global equities strategies.

Why I started OKAAM

As an active full-time investor and trader, I formulate dozens, track hundreds, and come across several thousand ideas or interesting situations every year. I make sure to act on as many of the best ones as I can, but I end up missing a few and others don't last long on my radar when they should.

OKAAM was launched for the purposes of:

1. Establishing a fully independent track record of my write-up ideas and results, unencumbered by investor/company mandates or restrictions;
2. Further refining and systematizing my process, and keeping myself accountable;
3. Opening up a major part of my research process, which I believe would be an exceptionally valuable resource for active investors, professional or otherwise.

“Above all, OKAAM is meant to be an instrument of the enterprising investor, myself included. I know how challenging and all-consuming this undertaking can be. Good luck to all.”

OKA