About (OKA)AM

As of this writing, I have spent over 9 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. To me, investing in public markets entailed a more than slightly different operating framework than the one I was trained for and exposed to. Just before moving into a position within the firm's investment management division, I quit my job to focus on investing personal and friends & family capital, where we had an exceptional year in terms of performance, but it became clear that scaling it into a business was going to be a beyond-unrealistic challenge that would risk eating into my track record (and drive).

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 (again) quit my job 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