Multi-strategy mandate
The investment approach can move across long equity, tactical hedges, event-driven setups, and opportunistic themes as conditions change.
Multi-strategy investment management
Oak Street Investment Management
A boutique hedge fund combining quantitative signal research, multi-strategy public-market work, and disciplined risk control for private investors.
Risk-first processQuantitative signal researchPrivate investor access
BenchmarkSPY S&P 500 ETF
Latest close741.75
Founder equity AUM$24.3K
Adjusted return15.6%
Live market context
Strategy decisions viewed against the market backdrop.
Founder capital vs SPY S&P 500 ETF
23.8%Outperforming 25.8%
Founder capitalSPY S&P 500 ETF
Founder AUM$24.3K
Founder return23.8%
Benchmark return-2.0%
Vs benchmark25.8%
Capital-basis return15.6%
Equity P/L$3.3K
Comparison periodJun 4, 2026 - Jun 30, 2026 | 2 capital account(s)
Core research
Long equity
Concentrated public-equity work where valuation, quality, and catalyst timing can support asymmetric upside.
Deep research before sizingCatalyst and quality filtersExit discipline before entry
1Research
Thesis before trade
2Sizing
Exposure by conviction
3Hedge
Regime-aware offsets
4Review
Daily market context
About Oak Street
Quantitative discipline with multi-strategy flexibility.
Oak Street Investment Management is built as a focused research-led hedge fund. The process blends quantitative screening, fundamental review, macro awareness, and tactical risk management across public markets. The mandate is intentionally selective: pursue opportunities only when the thesis, sizing, and downside plan are clear.
OSIM Research Stack
Signal quality
Liquidity review
Risk budget
Catalyst clarity
Strategy universe
Idea generationPosition sizingDrawdown controlOngoing review
Boutique hedge fund
Multi-strategy investing with a calm, risk-aware mandate.
Oak Street was built for investors who value focus over scale. The fund seeks attractive public-market opportunities across changing regimes while preserving the discipline to wait, hedge, and size exposure with intention.
Market-aware discipline
Portfolio decisions are evaluated against the broader market backdrop, including live benchmark context where available.
Alignment and restraint
The goal is not constant activity. It is thoughtful allocation, controlled downside, and a clear view of what is owned and why.
Team
Lean, research-driven, and execution-focused.
Oak Street is led by emerging investment professionals with public-market research, asset management, trading, and capital markets experience.
Head of Research
Trung Nguyen
Finance and Data Science at Northeastern University, with experience across asset management product strategy, FX sales and trading, equity research, and quantitative public-market work.
Head of Trading
Siddh Patel
Business Administration at Worcester Polytechnic Institute, with investment banking, investment research, operational leadership, and market execution experience.
Investment approach
Independent thinking, selective execution.
Oak Street favors concentrated research, measured position sizing, and flexibility across market cycles. The strategy is designed to stay adaptive without becoming reactive.
Investor access
Private portal access for approved investors.
Approved investors can sign in to review their account, market comparison, activity, and documents. New investors may request access for review.
Oak Street Investment Management is a private investment platform for authorized users. Market and performance figures are sourced from live benchmark data and imported account records where available, are unaudited unless expressly stated, and are not an offer to sell or a solicitation to buy securities.