Philosophy
Oakview’s investment philosophy is anchored in the belief that capital losses are hard to overcome and high quality companies will outperform over the course of an economic cycle.
- Capital preservation is our primary objective
- We are fundamental value investors
- We are patient, long-term investors
- We buy companies with defensible business models and experienced management teams
- We perform our own due diligence and take a skeptical view of Wall Street research
- We believe investors deserve superior client service that is fair and transparent