About Us
Our history
White Oak was formed in 2023 by Jason Goepfert. Jason founded Sundial Capital Research over 20 years ago and built it into a highly respected boutique investment research firm, cited by every major financial media outlet. The company's primary product was (and is) SentimenTrader.com.
Sundial was acquired in 2021, but Jason continues to consult for the company. His primary objective is to publish innovative, objective, timely, and actionable research as opportunities allow.
Currently, he is focused on providing ad hoc custom research for internal institutional use and white label research projects for institutions to publish to their internal and external clients.
