Asset Allocation

The most important element of long term investment success is adherence to a consistent philosophy, approach, and discipline.

We believe that the investment market is not completely efficient and opportunities exist to add value through our dynamic approach.  Asset classes and strategies are rebalanced periodically to take advantage of market opportunities.  Our approach is implemented across a range of investor profiles from Capital Preservation to Aggressive Growth and embodied in the Queens Oak Global Asset Allocation Strategies through:

Holistic Perspective

We believe that a successful asset allocation process will have a holistic perspective that extends beyond security selection.  The most important element of long term investment success is adherence to a consistent philosophy, approach, and discipline.

Core Satellite Design

We believe core quality long-term strategies surrounded by unique uncorrelated strategies provide the best diversification, tax efficiency, and lower cost to produce higher risk-adjusted returns.

Risk Management

We believe investment strategies should maintain strict adherence to clearly defined style and risk parameters.  Through screening and analysis we focus on risk-adjusted results during our diligent monitoring process.  We may utilize a combination of active and passive management.