Investment Philosophy

We believe that we can provide exceptional risk-adjusted performance by consistently outperforming the benchmark and our peer group.

We believe that we can provide exceptional risk-adjusted performance by consistently outperforming the benchmark and our peer group through a complete investment approach consistent with the client’s goals, objectives, and constraints. Our holistic approach considers:

Risk

We closely monitor risk across multiple risk models and macro-economic scenarios. We carefully monitor performance attribution, market data, trading costs, and liquidity. At Queens Oak through forecasting, simulations, and stress testing, we carefully quantify risk and diversify portfolios to meet risk/return objectives.

Return

Quality performance is defined beyond the historical track record to include an appreciation of the investment process and risk management approach.  At Queens Oak we design our investment strategies to provide solutions for clients with solid, consistent returns through reduced volatility to meet risk/return objectives.

Portfolio Construction

Through skillful diversification, rigorous testing and monitoring, and disciplined management of risks, we seek to bring clients solid, consistent returns no matter how uncertain the investment environment. Our general approach is the same: we diversify within and, depending on the strategy, across asset classes; exploit opportunities where we can; carefully analyze risk attributes; and dynamically adjust weightings, all in an effort to reduce volatility and bring our clients consistently favorable returns.