Oliver is principal at Huckleberry Investments, a London based investment manager. He invests using a long-term value strategy, aiming to produce low-risk returns far in excess of the market. Oliver achieves this outcome by running a very concentrated portfolio, relying on intensive research to uncover the best opportunities. At Huckleberry, volatility is often elevated, but fear of volatility should never get in the way of low-risk returns. Single name short positions are very rare and are only initiated if conviction is high.
I am interested in event driven opportunities and special situations in securities where a combination of low liquidity and thin research coverage has led the market to under appreciate an inflection point in cash flow generation, corporate governance, or capital allocation priorities.
Currently managing a long / short portfolio for a family office
BA in Economics from Yale University
MBA from Stanford Graduate School of Business
Prior Investing Experience:
Leonard Green and Partners Private Equity
I am a 23 year wall street veteran who has worn many hats throughout my career. I have been a Financial Advisor, Portfolio Manager, and a trader for hedge funds. I have also participated in various investment banking transactions throughout my career.
I have spent the last several years devoting the majority of my activities to micro cap stocks, one of the few investment landscapes where a discernible edge can be found.
Opportunistic global value long/short investor. Long term (5-20+ years holding periods) investment approach. Currently studying at Wharton School of Business and working for Quaker Capital Investments.
Current Areas of Interest and Strategy:
Value Large Cap U.S. Companies with exceptionally strong balance sheets and/or cashflows
Value Large South Korean Companies
Value Large Polish Companies
Value Large Russian Integrated Oil Companies
Bubbling tech stocks that won't be able to grow into their valuation
Poor quality U.S. businesses trading at exceptional valuations