Oberon is a New York-based SEC registered investment adviser managing separate accounts for individuals, partnerships, trusts and pension plans. Our investment objective is long-term growth of capital. In pursuing this objective, we focus primarily on common stocks that we believe are undervalued at the time of purchase and whose issuers have the potential for growth.
We consider common stocks as units of ownership of an enterprise and we purchase them when we believe the price is low in relation to our assessment of the equity value of the enterprise.
We consider common stocks as units of ownership of an enterprise and we purchase them when we believe the price is low in relation to our assessment of the equity value of the enterprise.
Services
Daniel Baldini is our Managing Member. We provide investment advisory services on a discretionary basis to our clients which include individuals, trusts, retirement plans and a pooled investment vehicle - Oberon I, L.P. In order to meet our objective of long-term growth of capital we primarily invest in what believe to be good, growing companies trading at a discount to our estimate of intrinsic value.
Dan is our Managing Member and Chief Compliance Officer. Prior to founding Oberon in 2001 Dan worked as an Investment Officer for the International Finance Corporation in Washington D.C. Prior to IFC he worked for Electra Investment Trust PLC in London. Dan has an MBA from the Stanford Graduate School of Business.
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