Oak Bay Capital

Oak Bay Capital is a boutique investment firm that provides risk-managed portfolio management services to private clients, family offices and institutional investors. Our firm was created with the goal of providing clients and principals a unique investment program designed to protect capital while delivering competitive returns.


The Fundamental Equity component of the portfolio will consist of 20-40 equities selected through our unique portfolio construction process. Once shortlisted, every security must then pass our qualitative analysis and diversification criteria.


The Portfolio Protection component focuses on the preservation of capital, which we believe will lead to market outperformance over the long-term. The asymmetric and exponential nature of losses makes downside risk management an imperative to successful long-term investing.


The Thematic Convexity component of client portfolios involves small investments which have asymmetric risk/reward profiles where the potential payoff significantly exceeds the initial cost of the investment.

"The revolutionary idea that defines the boundary
between modern times and the past is the mastery of risk."

― Peter Bernstein
Against the Gods: The Remarkable Story of Risk

Independent Thinkers

Canadian investors have limited options when seeking a compelling value proposition in the financial industry, especially when considering the high fees and generic profiles of most investment products. The Big Five banks manage approximately 90% of financial assets in Canada, which has promoted a status quo approach to asset management that lacks innovation, creativity, and most importantly, an emphasis on risk management. One of our prime objectives is to provide clients an innovative asset management style, independent from any industry affiliation and free from conflicts of interest.

Independent thinkers

Oak Bay Capital

Oak Bay Capital was founded on the core belief of helping our clients navigate an increasingly complex market environment by focusing on risk management and superior stewardship of capital. Our investment strategy is specifically designed to protect capital while delivering attractive returns over the long term.

“The essence of investment management is the management
of risks, not the management of returns.”
― Benjamin Graham