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Charter Oak Advisors
Charter Oak is an opportunistic, concentrated, value-oriented investment firm. It seeks to deliver superior risk-adjusted returns through a long-term and...
Overview
Charter Oak is an opportunistic, concentrated, value-oriented investment firm. It seeks to deliver superior risk-adjusted returns through a long-term and flexible investment mandate. The firm is employee-owned and based in New York, NY, and pursues asymmetric opportunities spanning public markets.
General information
Firm type
Generalist
Year founded
2005
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Heath Watkin — Managing Partner/Portfolio Manager
Nancy Jacobson Paley — Founding Partner / Chief Operating Officer
Keith Lin — Partner / Managing Director
Alistair Meadows — Partner / Managing Director
Paul Cho — Partner / Managing Director
Michael Veetal — Partner / Chief Financial Officer
Timothy R. Barakett — Advisor
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