Oracle & Oak Investments
Combining technology with foundational value investor principles
Our mission is to demonstrate the use of AI in fundamental security analysis. We will do this through our flagship fund, and eventually release the technology for broader use.
Oracle & Oak resembles the new and the old. Combining AI technology with foundational value-investing principles.
Please learn about our fund:
This fund is a portfolio of our highest conviction stocks. Over a period of nearly five years, our manager achieved a 33% average annual return, tripling the returns of the S&P500, and would place it in the top 0.1% of managed funds. Expected launch is Q2 2026.
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