Oracle & Oak Investments
Building the next evolution of Index Funds
Our mission is to bring the next evolution of index funds by incorporating AI based on fundamental security analysis. We are creating investment products with broad market exposure and low fees, while using our AI to remove overpriced assets that a normal index fund would absorb.
Oracle & Oak resembles the new and the old. Combining AI technology with foundational value-investing principles.
With this approach, we have two distinct offerings:
Designed for passive investors, our AI-powered funds track an index but screen out overvalued stocks. This offers the benefit of broad market exposure and low fees, with added protection from inflated market prices. Expected launch in Q1 2027.
For investors seeking greater returns, 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 1% of managed funds. Expected launch is Q1 2026.
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