Dan Baldini

Dan Baldini is the Managing Partner and founder of Oberon Asset Management LLC, a firm he established in 2001.12 As the Managing Member and Chief Compliance Officer, Baldini leads the company's investment advisory services, which cater to individuals, trusts, retirement plans, and a pooled investment vehicle called Oberon I, L.P.1

Professional Background

Before founding Oberon, Baldini's career included notable positions in the finance sector:

• Investment Officer at the International Finance Corporation in Washington D.C.
• Employee at Electra Investment Trust PLC in London2

Education

Baldini holds an MBA from the Stanford Graduate School of Business, which has undoubtedly contributed to his expertise in investment management.23

Investment Philosophy

Under Baldini's leadership, Oberon Asset Management focuses on long-term growth of capital by investing in:

• Good, growing companies trading at a discount to their estimated intrinsic value
• Companies with shareholder-oriented managers
• Businesses capable of earning attractive returns on capital
• Entities with sustainable competitive advantages

The firm generally avoids companies with high leverage and invests primarily in U.S. listed companies, though it occasionally explores debt securities and foreign exchange listings.1

Additional Roles

Beyond his primary role at Oberon, Baldini is also involved in the arts. He serves as a Director for Bang on a Can and Alarm Will Sound, indicating his interests extend beyond the financial sector.4

Dan Baldini's LinkedIn profile can be found under the username dan-baldini-64b3785, as mentioned in the query.3