Derek Davis
Director of Investment Strategies, SkyOak Capital
Phone: (702) 448-7474
Email: [email protected]
Derek Davis is Director of Investment Strategies at SkyOak Capital and has been an integral part of the firm since its founding. He leads the research, development and ongoing oversight of SkyOak Capital’s proprietary risk-managed investment strategies and the technology and systems that support them.
Derek originally developed the investment process that today forms the foundation of SkyOak Capital’s proprietary risk-management approach. Combining technical and fundamental analysis, the process is designed to actively evaluate investments, identify changes in market conditions and manage portfolio risk rather than relying solely on a traditional buy-and-hold approach.
In addition to investment strategy, Derek has played a key role in SkyOak’s technology, brand and marketing since the firm was founded.
At a glance
Name | Derek Davis |
| Title | Director of Investment Strategies, SkyOak Capital |
| Offices | Las Vegas (Headquarters) |
| Education | Studied Electrical Engineering and Computer Science at the United States Naval Academy, where he played football (1980–1982); continued his studies in Electrical Engineering and Business Administration at Utah State University (1983–1984) |
| Earlier Career | Regional shopping mall and outlet development, Simon Properties, Western Region; Founder of a Silicon Valley marketing company, 1995–2003 |
| Phone | (702) 448-7474 |
| [email protected] | |
Background
Derek’s background combines engineering, technology and marketing—disciplines that have shaped his work at SkyOak Capital. He studied electrical engineering and computer science at the United States Naval Academy and later electrical engineering and business administration at Utah State University.
Before SkyOak, Derek founded and operated a Silicon Valley marketing company during the technology boom. His combination of analytical and technical experience with business and marketing has influenced both the development of SkyOak’s proprietary investment processes and the firm’s technology, brand and growth.
Investment Strategy & Research
Derek leads the research and development behind SkyOak Capital’s proprietary risk-managed investment strategies. Drawing on his engineering and technology background, he focuses on creating disciplined, systematic investment processes that incorporate data-driven analysis and artificial intelligence to identify changing market conditions and manage portfolio risk.
Creator of RAAMPS
Derek developed RAAMPS — Risk-Averse, Actively Managed Portfolio Strategy — the proprietary investment methodology that powers several of SkyOak Capital’s actively managed strategies.
RAAMPS combines fundamental and technical analysis with AI-driven analytical tools to screen, evaluate, rank and monitor investments. Unlike a traditional buy-and-hold approach, the methodology is designed to actively adjust market exposure as conditions change, including increasing cash when predetermined risk and market indicators weaken.
Derek continues to oversee the research, technology and ongoing development of the RAAMPS methodology as part of his role as SkyOak Capital’s Director of Investment Strategies.
Learn more about SkyOak Capital’s Investment Management strategies.
Community
Giving back has long been important to Derek, particularly causes that support children and young people. In Southern Oregon, he has served on the boards of Hearts With A Mission, a shelter for homeless and at-risk youth, as well as youth sports organizations including Pop Warner football and Little League baseball.
Derek is also actively involved in the Loreto, Mexico community, where he and Jennifer spend part of their time. He supports local youth programs, including children’s sports, and helps provide resources and support to a local orphanage and other community needs.
Outside the office
Family is an important part of Derek’s life. He and Jennifer have been married for more than 30 years and have two grown sons. They live in Las Vegas and enjoy traveling and spending time in Loreto, Mexico, which has become a second home to them.
Outside of work, Derek enjoys golf, travel, time with family and their dogs, and exploring new places with Jennifer.
Questions about Derek Davis
What does Derek Davis do at SkyOak Capital? As Director of Investment Strategies, Derek leads the research, development and ongoing oversight of SkyOak Capital’s proprietary risk-managed investment strategies. He also contributes to the technology and systems supporting the firm’s investment process and has played an important role in SkyOak Capital’s brand and marketing since its founding.
How does SkyOak’s risk-managed investment process work? SkyOak Capital uses a proprietary process combining fundamental and technical analysis to screen, evaluate and monitor investments and identify changes in market conditions. Certain strategies can reduce market exposure and move toward cash when predetermined risk and market indicators weaken. The process is designed to provide a disciplined framework for managing risk while participating in market opportunities.
Did Derek develop SkyOak’s proprietary investment process? Yes. Derek developed the original risk-managed investment methodology that now forms the foundation of certain proprietary investment strategies used by SkyOak Capital. The process and related intellectual property are owned by SkyOak Capital.
Disclosures
Derek Davis serves as Director of Investment Strategies for SkyOak Capital. His primary responsibilities include investment research, development and maintenance of the firm’s proprietary investment processes and supporting technology. He is the husband of Jennifer Davis, SkyOak Capital’s Founder and CEO.
Additional information about SkyOak Capital’s investment strategies, business practices and potential conflicts of interest is available in the firm’s Form ADV Part 2A.