Institutional

We have demonstrated a long history of innovation and exceptional results in value investing in our large and small cap long-only equity strategies.

Queens Oak manages single asset class investment strategies for investors on a stand alone basis. We provide portfolio management services to high net worth individuals, family offices, corporations, charitable institutions, endowments, foundations, Taft-Hartley, and sub-advisory relationships.

We have demonstrated a long history of innovation and exceptional results in value investing in our large and small cap long-only equity strategies.

Equity Strategies

We believe a bottom-up combination of fundamental research and quantitative modeling with disciplined concentrated portfolio construction provides the best opportunity for investment success.

Our strategies seek returns greater than the benchmark by investing in large and small cap companies utilizing a “bottom-up” approach to security selection through screening and fundamental research.

Queens Oak offers two distinctive value equity strategies:

Additional product information is available upon request.