WHO WE ARE
Oak Stone Capital is the private equity arm of Oak Stone Holdings, specializing in the management of real estate and insurance-related assets. The firm prides itself on innovative solutions for generating alpha in real asset management through varying economic cycles.
PARTNERSHIP
We view our relationships as partnerships built on trust, transparency, and shared objectives. By nurturing long-term collaborations with our investors, stakeholders, and other constituents
STRATEGY
Our comprehensive approach extends beyond traditional investment strategies. We recognize that success often hinges on strategic decisions that align our investors for sustainable growth.
MISSION
Oak Stone specializes in identifying untapped potential within the life insurance sector and capitalizing on unique special situations. Our sharp focus empowers us to uncover hidden gems and create value where others might see challenges.
INVESTMENT
Our team boasts a diverse blend of seasoned professionals who bring a wealth of experience from various sectors including finance, insurance, strategy, and operations allowing us to execute with precision.
Our Vision
At Oak Stone, we are committed to pioneering new pathways and redefining industry standards, all while maintaining the highest levels of integrity, professionalism, and ethical conduct.
OUR CORE VALUES:
Integrity: We uphold the highest ethical standards in all our interactions, prioritizing honesty and accountability.
Innovation: We embrace change and disruption, constantly seeking new ways to drive value and stay ahead of industry trends.
Excellence: We strive for excellence in every facet of our work, from due diligence to execution, setting the bar for industry standards.
Collaboration: We believe that the power of collaboration fuels exceptional results, fostering an environment of teamwork and shared success.
Overview
Oak Stone Capital, a private equity investment firm and subsidiary of Oak Stone Holdings, is dedicated to uncovering and executing high-conviction opportunities in real estate and insurance-linked assets. Focused on disciplined underwriting and strategic asset selection, Oak Stone Capital delivers solutions that align long-term capital with differentiated, risk-adjusted returns. With deep sector expertise and a commitment to performance and transparency, Oak Stone Capital operates at the intersection of institutional rigor and entrepreneurial execution, striving to generate meaningful value for its investors and partners.
Our lines of business are as follows:
Insurance Assets
Oak Stone Capital is a recognized expert in mortality related investments generating excess returns that demonstrate no correlation to typical economic indicators.