OAKMONT CORP

Oakmont, a California corporation formed in 1980, operates as a family office. It provides investment advice, financial planning, and administrative services to family members, individuals with long-standing relationships with the family, and entities they control or are affiliated with. These entities include trusts, foundations, corporations, limited liability companies, and partnerships. In addition to serving these clients, Oakmont also acts as the general partner or manager of pooled investment vehicles called "Funds." Furthermore, Oakmont serves as the administrator or manager of certain entities specifically formed for particular investments in which Oakmont clients have invested.

Oakmont's primary goal for clients is long-term capital appreciation, with their main risk concern being permanent capital loss rather than volatility. They cater to clients with long-term investment horizons and typically manage concentrated portfolios with equity orientations. Oakmont employs bottom-up, fundamental research and analysis in their investment decision-making process. Oakmont may also recommend outsourcing capital to funds and other investments not managed by them when they believe it is suitable for clients but lack the necessary expertise. The firm has broad discretion in its investment approach, with no limits on investment types, position types, investment concentration, or leverage, unless otherwise agreed with a client. They may use any trading or investment techniques they deem appropriate, adapting to market conditions and client interests.

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