PATRICK MALONE | Patrick has over 15 years of experience and brings an extensive background across multiple facets of the investment management industry to his role at Oakview. He spends the majority of his time managing the firm’s operations and infrastructure, including working with the firm’s service providers, hiring and facilitating investor relations. In addition, he serves as a member of the investment team where he contributes to the fundamental research process on individual positions. Before founding Oakview Capital Management, Patrick helped establish and launch Cornet Creek Capital, a hedge fund managed by the Vaughn Family office in Dallas. Prior to Cornet Creek, Patrick led due diligence efforts in middle market M&A transactions for Merit Capital, a Houston-based private equity firm. Patrick began his career with Hambric Sports Management where he represented PGA tour players. He graduated from the University of Texas at Austin where he lettered on the men’s golf team.
JAY SINGHANIA, CFA | Jay has over 19 years of experience and brings an extensive history managing institutional portfolios and analyzing businesses across multiple industries, with a particular expertise in Health Care and Energy. As a Co-Portfolio Manager for the Oakview Value strategy, Jay assists in idea generation, research, and portfolio construction. Prior to joining Oakview in 2014, Jay spent over 12 years at Westwood Holdings Group where he served as a senior portfolio manager for the Large Cap Value strategy as well as serving on other equity portfolio teams for the MLP Infrastructure Renewal Fund, and SmidCap Value. In addition, Jay was the Director of all Consumer and Healthcare Research at Westwood. Jay graduated with a BBA in Finance from the University of Texas at Austin.
JOYCE SCHAER | Joyce has over 28 years of experience in the investment management industry. As Chief Marketing Officer for Oakview, she is responsible for the Firm’s marketing strategy and new business development. Prior to joining Oakview in 2014, Joyce spent four years as Chief Operating Officer and Head of Investor Relations for Hirzel Capital Management, a Dallas-based hedge fund where she raised new investor capital and managed business operations for the firm. Before joining Hirzel Capital, she served as Senior Vice President and Director of Consultant Relations for Wells Capital Management. Joyce began her investment career in 1989 with Westwood Holdings Group. During her 18 year tenure, she had primary oversight for marketing and new business development and also held roles in business operations, portfolio management, and client services. Joyce graduated with a MBA in Finance from Fordham University and a BA in Political Science from Rutgers University. She is active in her community, previously serving as President of the Saint Thomas Aquinas Catholic School Advisory Board. She currently serves as an investment committee member of Jesuit College Preparatory School’s Foundation and is a member of the Parish Finance Council for Saint Thomas Catholic Church.
ASHLEY ALEXANDER | Ashley has over 9 years of experience in client relations and marketing. She is responsible for client service and assists in managing the firm’s daily operations. Before joining Oakview in 2014, Ashley spent six years with Tishman Speyer in New York City as a member of the Equity Capital Markets team with a focus on relationship management, investor relations, and event marketing. Ashley graduated from the University of Georgia with a BS in Psychology.