Oberon Asset Management

At Oberon Asset Management LLC, our mission is to provide investment advisory services with a long-term focus, rooted in a deep understanding of the fundamentals of the companies in which we invest. With a strong reputation for delivering value to our clients, we have established ourselves as a trusted partner in the investment industry.

Investment Philosophy

Our investment philosophy is centered around the idea of investing in good companies at attractive prices. We believe that by focusing on companies with solid fundamentals, we can generate long-term growth of capital for our clients. We prioritize purchasing securities of companies that have shareholder-oriented managers, the ability to earn an attractive return on capital, balanced relationships with their customers and suppliers, and a sustainable competitive advantage. This focused approach enables us to make informed investment decisions, aimed at delivering consistent returns over the long term.

Investment Services

Our investment services are designed to cater to the unique needs of our clients, whether they are individuals, partnerships, trusts, or pension plans. We offer discretionary investment advisory services, providing personalized solutions tailored to each client's specific goals and objectives. Our investment approach is characterized by a thorough analysis of each company's fundamentals, allowing us to identify undervalued securities with significant growth potential.

Portfolio Management

Our portfolio management style is centered around long-term growth, with a focus on common stocks that we believe are undervalued at the time of purchase. We consider a company to be "good" when it has shareholder-oriented managers, the ability to earn an attractive return on capital, balanced relationships with its customers and suppliers, and some protection from intense competition deriving from a sustainable competitive advantage. We generally avoid companies with high leverage, recognizing the increased risk associated with debt-heavy businesses.

Investment Strategy

Our investment strategy is designed to generate attractive long-term returns by purchasing securities at a discount to our estimate of intrinsic value. We seek to eliminate the discount over time, incorporating a margin of safety into our investments. While we primarily invest in U.S. listed companies, we may occasionally invest in debt securities and the equity and debt securities of companies listed on foreign exchanges.

About Our Team

Our team is comprised of experienced professionals, dedicated to delivering exceptional service and investment performance to our clients. Daniel Baldini, our Managing Member and Chief Compliance Officer, brings a wealth of experience from his time at the International Finance Corporation and Electra Investment Trust PLC. Kevin Tracey, responsible for investment research, graduated with honors from the University of Colorado, while Shane Hunt, with a background in compliance, administration, and investment research, brings his expertise from Colorado State University.

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Please note that the company information provided is for informational purposes only and does not constitute a solicitation to make an investment in any security or a recommendation to engage in any business or investment strategy.