OAKMARK CAPITAL

ABOUT THE FIRM
Oakmark Capital is a private investment firm that creates strategic long-term value by leveraging extensive industry knowledge, operational expertise and flexible financial resources to attractive investment opportunities. Oakmark Capital is headquartered in Sacramento, California. 

UNIQUE INVESTMENT APPROACH
Oakmark Capital has generated tremendous investment returns through a highly analytical and proactive methodology across all stages of the investment process.

• Investment Sourcing: Oakmark Capital identifies opportunities with industry-specific market data and intelligence to identify companies with the best prospects for significant risk-adjusted returns.
• Deal Execution: Oakmark Capital values substance over form and therefore places no strict constraints on transaction structure, which allows Oakmark Capital to design the best structure for each unique investment opportunity.
• Value Maximization: Oakmark Capital uses its operational and financial expertise to help management overcome strategic challenges, improve corporate performance and create sustainable long-term shareholder value.

Oakmark Capital has no defined limits on transaction size but generally targets direct early-stage equity investments of $25,000 to $5 million. As part of a broader diversification strategy, Oakmark Capital also forms general and limited partnerships with fund managers who invest outside Oakmark Capital's primary areas of expertise.

INVESTMENT TEAM
Oakmark Capital and the its portfolio companies benefit from its long-standing professional advisory relationships and its network of operating and strategic partners. Oakmark Capital is led by David Chao, President and Founder.