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Oceanic Capital Management, LLC is a registered investment adviser based in New York. I am Tom Yorke, Oceanic’s Managing Director. I founded the company in 2008 after a 25-year career in institutional markets. Previously, I worked as Managing Director at Tokai Securities, and as a Vice President at Lehman Brothers.
I believe that actively managed investment in alternative asset classes can potentially generate above average returns. My goal is to help create generational wealth through the use of longer-term investment strategies, diversification of assets, and a controlled-risk profile.
As Managing Director at Oceanic, I maintain several securities registrations including registered representative, general securities principal, equity trader, options principal, and a registered investment adviser representative.
At Oceanic, my investment process begins with a top-down analysis aimed at establishing prudent asset allocations. I employ economic and fundamental analysis to select specific positions within the desired allocations. Certain portfolios may employ technical analysis to guide the timing of entry and exit decisions.
Decisions at both the allocation and individual investment level are guided by strict attention to historic investment performance correlations. I favor asset liquidity and driven by my contrarian bias.
1. Performance of the Portfolio Manager's account is calculated by Covestor on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail Covestor's trading rules, as a result, actual client returns will differ. Covestor advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".
2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.
3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.